Johnson Midwest Financial’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Johnson Midwest Financial’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 Q3	$1.71K	Hold	31	–	–	﹤0.01%	325
2023 Q2	$2.02K	Sell	31 -35	-53%	-$2.18K	﹤0.01%	314
2023 Q1	$4.21K	Hold	66	–	–	0.01%	282
2022 Q4	$4K	Hold	66	–	–	0.01%	286
2022 Q3	$4	Hold	66	–	–	0.02%	258
2022 Q2	$5K	Hold	66	–	–	0.01%	222
2022 Q1	$5K	Hold	66	–	–	0.01%	204
2021 Q4	$6K	Hold	66	–	–	﹤0.01%	208
2021 Q3	$5K	Buy	66 +15	+29%	+$1.23K	﹤0.01%	215
2021 Q2	$4K	Hold	51	–	–	﹤0.01%	216
2021 Q1	$3K	Hold	51	–	–	﹤0.01%	222
2020 Q4	$3K	Buy	+51	New	+$2.53K	﹤0.01%	226

Other funds holding LIT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

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

Johnson Midwest Financial's LIT Position: Q3 2023 in Review

Johnson Midwest Financial held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q3 2023 at 31 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Johnson Midwest Financial first reported a position in LIT in Q4 2020 and has held it in 12 quarters since. The position peaked at $6K in Q4 2021. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

Johnson Midwest Financial held 31 shares of Global X Lithium & Battery Tech ETF worth $1.71K as of Q3 2023.
Johnson Midwest Financial left its Global X Lithium & Battery Tech ETF share count unchanged in Q3 2023.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Johnson Midwest Financial's portfolio in Q3 2023, its #325 holding.
Johnson Midwest Financial first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's Global X Lithium & Battery Tech ETF position peaked at $6K in Q4 2021.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.