Kelly Financial Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-432	Closed	-$16.7K	–	475
2024 Q2	$16.7K	Hold	432	–	–	0.01%	352
2024 Q1	$19.5K	Buy	432 +2	+0.5%	+$89	0.01%	330
2023 Q4	$21.9K	Hold	430	–	–	0.01%	297
2023 Q3	$23.7K	Sell	430 -46	-10%	-$2.81K	0.01%	265
2023 Q2	$31K	Hold	476	–	–	0.01%	242
2023 Q1	$30.3K	Buy	476 +58	+14%	+$3.74K	0.02%	232
2022 Q4	$24.5K	Buy	418 +217	+108%	+$14.5K	0.01%	251
2022 Q3	$13.3K	Hold	201	–	–	0.01%	295
2022 Q2	$14.6K	Buy	201 +75	+60%	+$5.33K	0.01%	284
2022 Q1	$9.7K	Buy	126 +120	+2,000%	+$9.18K	﹤0.01%	345
2021 Q4	$507	Hold	6	–	–	﹤0.01%	624
2021 Q3	$492	Buy	+6	New	+$492	﹤0.01%	603

Other funds holding LIT

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

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

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

Kelly Financial Services's LIT Position: Q3 2024 in Review

Kelly Financial Services sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2024, closing a stake of 432 shares — an estimated $16.7K sold.

Kelly Financial Services first reported a position in LIT in Q3 2021 and held it in 12 quarters. The position peaked at $31K in Q2 2023. 276 funds tracked by Wall St. Rank hold LIT as of Q3 2024.

Kelly Financial Services reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 432 Global X Lithium & Battery Tech ETF shares in Q3 2024, an estimated $16.7K.
Kelly Financial Services first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 12 quarters.
Kelly Financial Services's Global X Lithium & Battery Tech ETF position peaked at $31K in Q2 2023.
276 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.