Money Concepts Capital’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Money Concepts Capital’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	-3,207	Closed	-$209K	–	368
2023 Q2	$209K	Sell	3,207 -48,429	-94%	-$3.02M	0.02%	355
2023 Q1	$556K	Buy	51,636 +41,571	+413%	+$2.68M	0.03%	281
2022 Q4	$590K	Buy	10,065 +6,643	+194%	+$444K	0.03%	389
2022 Q3	$226K	Sell	3,422 -135	-4%	-$10K	0.01%	406
2022 Q2	$255K	Sell	3,557 -6,381	-64%	-$454K	0.02%	364
2022 Q1	$765K	Buy	9,938 +6,571	+195%	+$503K	0.04%	341
2021 Q4	$284K	Buy	+3,367	New	+$299K	0.02%	421
2021 Q1	$179K	Buy	+3,054	New	+$200K	0.01%	474

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

Money Concepts Capital's LIT Position: Q3 2023 in Review

Money Concepts Capital sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 3,207 shares — an estimated $209K sold.

Money Concepts Capital first reported a position in LIT in Q1 2021 and held it in 8 quarters. The position peaked at $765K in Q1 2022. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

Money Concepts Capital reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
Money Concepts Capital sold 3,207 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $209K.
Money Concepts Capital first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 8 quarters.
Money Concepts Capital's Global X Lithium & Battery Tech ETF position peaked at $765K in Q1 2022.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Money Concepts Capital's 13F filing for Q3 2023, filed 1 Nov 2023.