Janiczek Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Janiczek Wealth Management’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	-16	Closed	-$1K	–	1003
2022 Q2	$1K	Hold	16	–	–	﹤0.01%	885
2022 Q1	$1K	Hold	16	–	–	﹤0.01%	875
2021 Q4	$1K	Hold	16	–	–	﹤0.01%	936
2021 Q3	$1K	Hold	16	–	–	﹤0.01%	909
2021 Q2	$1K	Hold	16	–	–	﹤0.01%	857
2021 Q1	$1K	Hold	16	–	–	﹤0.01%	818
2020 Q4	$1K	Hold	16	–	–	﹤0.01%	747
2020 Q3	$1K	Hold	16	–	–	﹤0.01%	589
2020 Q2	$1K	Hold	16	–	–	﹤0.01%	344
2020 Q1	$0	Hold	16	–	–	﹤0.01%	159
2019 Q4	$0	Hold	16	–	–	﹤0.01%	160
2019 Q3	$0	Hold	16	–	–	﹤0.01%	181
2019 Q2	$0	Hold	16	–	–	﹤0.01%	192
2019 Q1	$0	Buy	16 +1	+7%	+$29	﹤0.01%	173
2018 Q4	$0	Hold	15	–	–	﹤0.01%	171
2018 Q3	$1K	Hold	15	–	–	﹤0.01%	139
2018 Q2	$1K	Buy	+15	New	+$502	﹤0.01%	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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janiczek Wealth Management's LIT Position: Q3 2022 in Review

Janiczek Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2022, closing a stake of 16 shares — an estimated $1K sold.

Janiczek Wealth Management first reported a position in LIT in Q2 2018 and held it in 17 quarters. The position peaked at $1K in Q2 2022. 429 funds tracked by Wall St. Rank hold LIT as of Q3 2022.

Janiczek Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2022 after selling out during the quarter.
Janiczek Wealth Management sold 16 Global X Lithium & Battery Tech ETF shares in Q3 2022, an estimated $1K.
Janiczek Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q2 2018 and held it in 17 quarters.
Janiczek Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $1K in Q2 2022.
429 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2022.

Based on Janiczek Wealth Management's 13F filing for Q3 2022, filed 17 Oct 2022.