IAG Wealth Partners’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

IAG Wealth Partners’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
2024 Q2	–	Sell	-262	Closed	-$11.8K	–	514
2024 Q1	$11.8K	Buy	262 +2	+0.8%	+$89	﹤0.01%	295
2023 Q4	$13.2K	Hold	260	–	–	﹤0.01%	274
2023 Q3	$14.3K	Buy	260 +1	+0.4%	+$61	﹤0.01%	258
2023 Q2	$16.8K	Hold	259	–	–	﹤0.01%	253
2023 Q1	$16.4K	Buy	259 +2	+0.8%	+$129	﹤0.01%	245
2022 Q4	$15K	Hold	257	–	–	﹤0.01%	244
2022 Q3	$17K	Buy	257 +1	+0.4%	+$74	0.01%	217
2022 Q2	$19K	Hold	256	–	–	0.01%	212
2022 Q1	$20K	Hold	256	–	–	0.01%	223
2021 Q4	$22K	Buy	+256	New	+$22.7K	0.01%	215

Other funds holding LIT

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Jane Street New York $777B AUM 61.18% 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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

IAG Wealth Partners's LIT Position: Q2 2024 in Review

IAG Wealth Partners sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2024, closing a stake of 262 shares — an estimated $11.8K sold.

IAG Wealth Partners first reported a position in LIT in Q4 2021 and held it in 10 quarters. The position peaked at $22K in Q4 2021. 289 funds tracked by Wall St. Rank hold LIT as of Q2 2024.

IAG Wealth Partners reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2024 after selling out during the quarter.
IAG Wealth Partners sold 262 Global X Lithium & Battery Tech ETF shares in Q2 2024, an estimated $11.8K.
IAG Wealth Partners first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 10 quarters.
IAG Wealth Partners's Global X Lithium & Battery Tech ETF position peaked at $22K in Q4 2021.
289 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2024.

Based on IAG Wealth Partners's 13F filing for Q2 2024, filed 16 Jul 2024.