Laffer Tengler Investments’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Laffer Tengler Investments’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	–	Sell	-7,539	Closed	-$490K	–	361
2023 Q2	$490K	Buy	7,539 +996	+15%	+$62.1K	0.13%	137
2023 Q1	$416K	Buy	6,543 +2,400	+58%	+$155K	0.11%	146
2022 Q4	$243K	Buy	4,143 +2,108	+104%	+$141K	0.07%	185
2022 Q3	$134K	Buy	2,035 +134	+7%	+$9.95K	0.05%	195
2022 Q2	$138K	Buy	1,901 +199	+12%	+$14.1K	0.05%	197
2022 Q1	$131K	Buy	+1,702	New	+$130K	0.04%	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

Laffer Tengler Investments's LIT Position: Q3 2023 in Review

Laffer Tengler Investments sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 7,539 shares — an estimated $490K sold.

Laffer Tengler Investments first reported a position in LIT in Q1 2022 and held it in 6 quarters. The position peaked at $490K in Q2 2023. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

Laffer Tengler Investments reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
Laffer Tengler Investments sold 7,539 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $490K.
Laffer Tengler Investments first reported a position in Global X Lithium & Battery Tech ETF in Q1 2022 and held it in 6 quarters.
Laffer Tengler Investments's Global X Lithium & Battery Tech ETF position peaked at $490K in Q2 2023.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Laffer Tengler Investments's 13F filing for Q3 2023, filed 14 Nov 2023.