Indie Asset Partners’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Indie Asset 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
2022 Q4	–	Sell	-3,725	Closed	-$246K	–	88
2022 Q3	$246K	Sell	3,725 -1,825	-33%	-$136K	0.25%	66
2022 Q2	$403K	Sell	5,550 -5,725	-51%	-$407K	0.36%	50
2022 Q1	$868K	Buy	11,275 +25	+0.2%	+$1.91K	0.65%	22
2021 Q4	$950K	Buy	11,250 +60	+0.5%	+$5.32K	0.69%	23
2021 Q3	$917K	Buy	11,190 +675	+6%	+$55.3K	0.74%	25
2021 Q2	$762K	Sell	10,515 -650	-6%	-$41.8K	0.62%	29
2021 Q1	$653K	Buy	11,165 +775	+7%	+$50.6K	0.74%	31
2020 Q4	$643K	Buy	+10,390	New	+$515K	0.75%	30

Other funds holding LIT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Indie Asset Partners's LIT Position: Q4 2022 in Review

Indie Asset Partners sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2022, closing a stake of 3,725 shares — an estimated $246K sold.

Indie Asset Partners first reported a position in LIT in Q4 2020 and held it in 8 quarters. The position peaked at $950K in Q4 2021. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

Indie Asset Partners reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2022 after selling out during the quarter.
Indie Asset Partners sold 3,725 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $246K.
Indie Asset Partners first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 8 quarters.
Indie Asset Partners's Global X Lithium & Battery Tech ETF position peaked at $950K in Q4 2021.
414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Indie Asset Partners's 13F filing for Q4 2022, filed 1 Feb 2023.