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Investmark Advisory Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Investmark Advisory Group’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
Q3 		– Sell
-2,790
Closed -$202K – 100
2022
Q2 		$202K Hold
2,790
– – 0.2% 85
2022
Q1 		$214K Buy
2,790
+396
+17% +$30.3K 0.22% 83
2021
Q4 		$202K Buy
+2,394
New +$212K 0.19% 91

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Investmark Advisory Group's LIT Position: Q3 2022 in Review

Investmark Advisory Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2022, closing a stake of 2,790 shares — an estimated $202K sold.

Investmark Advisory Group first reported a position in LIT in Q4 2021 and held it in 3 quarters. The position peaked at $214K in Q1 2022. 429 funds tracked by Wall St. Rank hold LIT as of Q3 2022.

  • Investmark Advisory Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 2,790 Global X Lithium & Battery Tech ETF shares in Q3 2022, an estimated $202K.
  • Investmark Advisory Group first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 3 quarters.
  • Investmark Advisory Group's Global X Lithium & Battery Tech ETF position peaked at $214K in Q1 2022.
  • 429 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2022.

Based on Investmark Advisory Group's 13F filing for Q3 2022, filed 14 Nov 2022.