NWWA
SLI

New Wave Wealth Advisors’s Standard Lithium SLI Stock Holding History

New Wave Wealth Advisors’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
2025
Q2 		– Sell
-11,600
Closed -$14.7K – 160
2025
Q1 		$14.7K Buy
11,600
+2,900
+33% +$4.21K 0.01% 133
2024
Q4 		$12.7K Buy
+8,700
New +$16K 0.01% 328

Other funds holding SLI

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

New Wave Wealth Advisors's SLI Position: Q2 2025 in Review

New Wave Wealth Advisors sold out of Standard Lithium (SLI) in Q2 2025, closing a stake of 11,600 shares — an estimated $14.7K sold.

New Wave Wealth Advisors first reported a position in SLI in Q4 2024 and held it in 2 quarters. The position peaked at $14.7K in Q1 2025. 109 funds tracked by Wall St. Rank hold SLI as of Q2 2025.

  • New Wave Wealth Advisors reported no remaining Standard Lithium position as of Q2 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 11,600 Standard Lithium shares in Q2 2025, an estimated $14.7K.
  • New Wave Wealth Advisors first reported a position in Standard Lithium in Q4 2024 and held it in 2 quarters.
  • New Wave Wealth Advisors's Standard Lithium position peaked at $14.7K in Q1 2025.
  • 109 funds tracked by Wall St. Rank held Standard Lithium as of Q2 2025.

Based on New Wave Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.