Independence Bank of Kentucky’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Independence Bank of Kentucky’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 Q1	–	Sell	-1,737	Closed	-$88.5K	–	533
2023 Q4	$88.5K	Sell	1,737 -50	-3%	-$2.48K	0.03%	270
2023 Q3	$98.6K	Hold	1,787	–	–	0.04%	236
2023 Q2	$116K	Hold	1,787	–	–	0.05%	220
2023 Q1	$114K	Hold	1,787	–	–	0.05%	206
2022 Q4	$105K	Sell	1,787 -1,250	-41%	-$83.5K	0.05%	211
2022 Q3	$201K	Hold	3,037	–	–	0.1%	143
2022 Q2	$221K	Hold	3,037	–	–	0.1%	142
2022 Q1	$234K	Hold	3,037	–	–	0.09%	151
2021 Q4	$256K	Buy	3,037 +327	+12%	+$29K	0.1%	142
2021 Q3	$222K	Buy	+2,710	New	+$222K	0.1%	149

Other funds holding LIT

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Independence Bank of Kentucky's LIT Position: Q1 2024 in Review

Independence Bank of Kentucky sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 1,737 shares — an estimated $88.5K sold.

Independence Bank of Kentucky first reported a position in LIT in Q3 2021 and held it in 10 quarters. The position peaked at $256K in Q4 2021. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

Independence Bank of Kentucky reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
Independence Bank of Kentucky sold 1,737 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $88.5K.
Independence Bank of Kentucky first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 10 quarters.
Independence Bank of Kentucky's Global X Lithium & Battery Tech ETF position peaked at $256K in Q4 2021.
329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on Independence Bank of Kentucky's 13F filing for Q1 2024, filed 16 Apr 2024.