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Impact Partnership Wealth’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Impact Partnership Wealth’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
-11
Closed -$498 – 477
2024
Q1 		$498 Hold
11
– – ﹤0.01% 651
2023
Q4 		$560 Sell
11
-32
-74% -$1.59K ﹤0.01% 791
2023
Q3 		$2.37K Hold
43
– – ﹤0.01% 806
2023
Q2 		$2.8K Buy
+43
New +$2.68K ﹤0.01% 587

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WH
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

Impact Partnership Wealth's LIT Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2024, closing a stake of 11 shares — an estimated $498 sold.

Impact Partnership Wealth first reported a position in LIT in Q2 2023 and held it in 4 quarters. The position peaked at $2.8K in Q2 2023. 289 funds tracked by Wall St. Rank hold LIT as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 11 Global X Lithium & Battery Tech ETF shares in Q2 2024, an estimated $498.
  • Impact Partnership Wealth first reported a position in Global X Lithium & Battery Tech ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Global X Lithium & Battery Tech ETF position peaked at $2.8K in Q2 2023.
  • 289 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.