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

Levy Wealth Management 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 Q4	–	Sell	-3,449	Closed	-$228K	–	96
2022 Q3	$228K	Buy	3,449 +3	+0.1%	+$223	0.1%	69
2022 Q2	$250K	Buy	3,446 +425	+14%	+$30.2K	0.11%	58
2022 Q1	$233K	Buy	3,021 +103	+4%	+$7.88K	0.1%	63
2021 Q4	$246K	Buy	2,918 +272	+10%	+$24.1K	0.11%	66
2021 Q3	$217K	Buy	+2,646	New	+$217K	0.12%	64

Other funds holding LIT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Levy Wealth Management Group's LIT Position: Q4 2022 in Review

Levy Wealth Management Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2022, closing a stake of 3,449 shares — an estimated $228K sold.

Levy Wealth Management Group first reported a position in LIT in Q3 2021 and held it in 5 quarters. The position peaked at $250K in Q2 2022. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

Levy Wealth Management Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2022 after selling out during the quarter.
Levy Wealth Management Group sold 3,449 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $228K.
Levy Wealth Management Group first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 5 quarters.
Levy Wealth Management Group's Global X Lithium & Battery Tech ETF position peaked at $250K in Q2 2022.
414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Levy Wealth Management Group's 13F filing for Q4 2022, filed 8 Feb 2023.