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

Merriman Wealth Management’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
2021 Q4	–	Sell	-27,103	Closed	-$2.22M	–	226
2021 Q3	$2.22M	Sell	27,103 -4,701	-15%	-$385K	0.18%	64
2021 Q2	$2.31M	Buy	+31,804	New	+$2.05M	0.2%	74
2021 Q1	–	Sell	-15,000	Closed	-$929K	–	205
2020 Q4	$929K	Sell	15,000 -5,000	-25%	-$248K	0.1%	116
2020 Q3	$801K	Buy	+20,000	New	+$752K	0.12%	92

Other funds holding LIT

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Merriman Wealth Management's LIT Position: Q4 2021 in Review

Merriman Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2021, closing a stake of 27,103 shares — an estimated $2.22M sold.

Merriman Wealth Management first reported a position in LIT in Q3 2020 and held it in 4 quarters. The position peaked at $2.31M in Q2 2021. 460 funds tracked by Wall St. Rank hold LIT as of Q4 2021.

Merriman Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2021 after selling out during the quarter.
Merriman Wealth Management sold 27,103 Global X Lithium & Battery Tech ETF shares in Q4 2021, an estimated $2.22M.
Merriman Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2020 and held it in 4 quarters.
Merriman Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $2.31M in Q2 2021.
460 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2021.

Based on Merriman Wealth Management's 13F filing for Q4 2021, filed 1 Feb 2022.