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Integrated Advisors Network’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Integrated Advisors Network’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
Q1 		– Sell
-3,573
Closed -$209K – 684
2022
Q4 		$209K Buy
3,573
+270
+8% +$18K 0.01% 584
2022
Q3 		$218K Buy
3,303
+102
+3% +$7.57K 0.01% 578
2022
Q2 		$232K Buy
+3,201
New +$228K 0.02% 589

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Integrated Advisors Network's LIT Position: Q1 2023 in Review

Integrated Advisors Network sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2023, closing a stake of 3,573 shares — an estimated $209K sold.

Integrated Advisors Network first reported a position in LIT in Q2 2022 and held it in 3 quarters. The position peaked at $232K in Q2 2022. 405 funds tracked by Wall St. Rank hold LIT as of Q1 2023.

  • Integrated Advisors Network reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2023 after selling out during the quarter.
  • Integrated Advisors Network sold 3,573 Global X Lithium & Battery Tech ETF shares in Q1 2023, an estimated $209K.
  • Integrated Advisors Network first reported a position in Global X Lithium & Battery Tech ETF in Q2 2022 and held it in 3 quarters.
  • Integrated Advisors Network's Global X Lithium & Battery Tech ETF position peaked at $232K in Q2 2022.
  • 405 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2023.

Based on Integrated Advisors Network's 13F filing for Q1 2023, filed 8 May 2023.