MBL Wealth’s Standard Lithium SLI Stock Holding History

MBL Wealth’s Portfolio SLI Stock Details SLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$910K	Buy	331,000 +75,000	+29%	+$273K	0.06%	147
2026 Q1	$873K	Sell	256,000 -50,000	-16%	-$224K	0.07%	134
2025 Q4	$1.37M	Hold	306,000	–	–	0.11%	101
2025 Q3	$1.03M	Hold	306,000	–	–	0.09%	110
2025 Q2	$600K	Hold	306,000	–	–	0.06%	130
2025 Q1	$389K	Hold	306,000	–	–	0.04%	156
2024 Q4	$447K	Hold	306,000	–	–	0.04%	145
2024 Q3	$493K	Hold	306,000	–	–	0.05%	137
2024 Q2	$383K	Hold	306,000	–	–	0.04%	144
2024 Q1	$361K	Hold	306,000	–	–	0.04%	143
2023 Q4	$618K	Buy	306,000 +60,000	+24%	+$150K	0.08%	105
2023 Q3	$696K	Hold	246,000	–	–	0.1%	96
2023 Q2	$1.11M	Hold	246,000	–	–	0.16%	67
2023 Q1	$935K	Hold	246,000	–	–	0.15%	69
2022 Q4	$726K	Hold	246,000	–	–	0.14%	78
2022 Q3	$1.06M	Hold	246,000	–	–	0.23%	64
2022 Q2	$1.04M	Buy	246,000 +76,000	+45%	+$450K	0.26%	61
2022 Q1	$1.5M	Buy	+170,000	New	+$1.15M	0.37%	50
2021 Q3	$407K	Buy	+50,000	New	+$330K	0.14%	66

Other funds holding SLI

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Meriwether Wealth & Planning Minden, Louisiana $202M AUM 22.64% 1-Year Est. Return

Essential Investment Partners LLC Englewood, Colorado $125M AUM

Scott & Selber Inc Houston, Texas $474M AUM 72.6% 1-Year Est. Return

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return