Great Valley Advisor Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Great Valley Advisor Group’s Portfolio LIT Stock Details LIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,154	Closed	-$201K	–	727
2023 Q1	$201K	Buy	+3,154	New	+$203K	0.01%	655
2022 Q2	–	Sell	-5,060	Closed	-$391K	–	700
2022 Q1	$391K	Buy	5,060 +160	+3%	+$12.2K	0.02%	440
2021 Q4	$413K	Buy	4,900 +1,436	+41%	+$127K	0.03%	425
2021 Q3	$284K	Buy	+3,464	New	+$284K	0.02%	479

Other funds holding LIT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

Great Valley Advisor Group's LIT Position: Q2 2023 in Review

Great Valley Advisor Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2023, closing a stake of 3,154 shares — an estimated $201K sold.

Great Valley Advisor Group first reported a position in LIT in Q3 2021 and held it in 4 quarters. The position peaked at $413K in Q4 2021. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

Great Valley Advisor Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2023 after selling out during the quarter.
Great Valley Advisor Group sold 3,154 Global X Lithium & Battery Tech ETF shares in Q2 2023, an estimated $201K.
Great Valley Advisor Group first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 4 quarters.
Great Valley Advisor Group's Global X Lithium & Battery Tech ETF position peaked at $413K in Q4 2021.
421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on Great Valley Advisor Group's 13F filing for Q2 2023, filed 10 Aug 2023.