Mariner Independent Advisor Network’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Mariner Independent Advisor Network’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	$1.51M	Buy	22,797 +8,514	+60%	+$632K	0.06%	303
2022 Q2	$1.06M	Sell	14,283 -714	-5%	-$50.8K	0.04%	356
2022 Q1	$1.17M	Sell	14,997 -3,591	-19%	-$275K	0.05%	341
2021 Q4	$1.59M	Sell	18,588 -12,174	-40%	-$1.08M	0.07%	262
2021 Q3	$2.51M	Sell	30,762 -1,840	-6%	-$151K	0.12%	190
2021 Q2	$2.36M	Buy	32,602 +8,145	+33%	+$524K	0.11%	215
2021 Q1	$1.43M	Buy	+24,457	New	+$1.6M	0.07%	262

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 $67.7B AUM 51.91% 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

Mariner Independent Advisor Network's LIT Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Global X Lithium & Battery Tech ETF (LIT) stake by 60% in Q3 2022, buying an estimated $632K and bringing the position to 22,797 shares worth $1.51M. The position accounts for 0.06% of the portfolio, ranked #303.

Mariner Independent Advisor Network first reported a position in LIT in Q1 2021 and has held it in 7 quarters since. The position peaked at $2.51M in Q3 2021. 429 funds tracked by Wall St. Rank hold LIT as of Q3 2022.

Mariner Independent Advisor Network held 22,797 shares of Global X Lithium & Battery Tech ETF worth $1.51M as of Q3 2022.
Mariner Independent Advisor Network bought 8,514 Global X Lithium & Battery Tech ETF shares in Q3 2022, an estimated $632K.
Global X Lithium & Battery Tech ETF made up 0.06% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #303 holding.
Mariner Independent Advisor Network first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and has held it in 7 quarters since.
Mariner Independent Advisor Network's Global X Lithium & Battery Tech ETF position peaked at $2.51M in Q3 2021.
429 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.