Next Financial Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Next Financial Group’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	$2.81M	Buy	33,274 +3,282	+11%	+$291K	0.18%	115
2021 Q3	$2.46M	Sell	29,992 -1,265	-4%	-$104K	0.19%	119
2021 Q2	$2.27M	Sell	31,257 -2,068	-6%	-$133K	0.18%	131
2021 Q1	$1.95M	Sell	33,325 -352	-1%	-$23K	0.17%	133
2020 Q4	$2.08M	Buy	33,677 +25,978	+337%	+$1.29M	0.2%	116
2020 Q3	$308K	Buy	+7,699	New	+$290K	0.03%	495
2020 Q2	–	Sell	-200	Closed	-$4K	–	1322
2020 Q1	$4K	Hold	200	–	–	﹤0.01%	1777
2019 Q4	$5K	Buy	200 +28	+16%	+$715	﹤0.01%	1969
2019 Q3	$4K	Hold	172	–	–	﹤0.01%	1955
2019 Q2	$4K	Hold	172	–	–	﹤0.01%	1951
2019 Q1	$5K	Buy	+172	New	+$4.9K	﹤0.01%	1259
2018 Q4	–	Sell	-800	Closed	-$24.3K	–	2030
2018 Q3	$26K	Buy	+800	New	+$25.9K	0.01%	704
2017 Q4	–	Sell	-150	Closed	-$6K	–	904
2017 Q3	$6K	Hold	150	–	–	﹤0.01%	1372
2017 Q2	$4K	Hold	150	–	–	﹤0.01%	1609
2017 Q1	$4K	Hold	150	–	–	﹤0.01%	1567
2016 Q4	$4K	Hold	150	–	–	﹤0.01%	1994
2016 Q3	$4K	Hold	150	–	–	﹤0.01%	1999
2016 Q2	$3K	Hold	150	–	–	﹤0.01%	1516
2016 Q1	$3K	Hold	150	–	–	﹤0.01%	1477
2015 Q4	$3K	Hold	150	–	–	﹤0.01%	1521
2015 Q3	$2K	Hold	150	–	–	﹤0.01%	1623
2015 Q2	$3K	Hold	150	–	–	﹤0.01%	1601
2015 Q1	$3K	Hold	150	–	–	﹤0.01%	1614
2014 Q4	$3K	Hold	150	–	–	﹤0.01%	1643
2014 Q3	$4K	Buy	+150	New	+$4.07K	﹤0.01%	2147

Other funds holding LIT

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

Next Financial Group's LIT Position: Q4 2021 in Review

Next Financial Group increased its Global X Lithium & Battery Tech ETF (LIT) stake by 11% in Q4 2021, buying an estimated $291K and bringing the position to 33,274 shares worth $2.81M. The position accounts for 0.18% of the portfolio, ranked #115.

Next Financial Group first reported a position in LIT in Q3 2014 and has held it in 25 quarters since. 460 funds tracked by Wall St. Rank hold LIT as of Q4 2021.

Next Financial Group held 33,274 shares of Global X Lithium & Battery Tech ETF worth $2.81M as of Q4 2021.
Next Financial Group bought 3,282 Global X Lithium & Battery Tech ETF shares in Q4 2021, an estimated $291K.
Global X Lithium & Battery Tech ETF made up 0.18% of Next Financial Group's portfolio in Q4 2021, its #115 holding.
Next Financial Group first reported a position in Global X Lithium & Battery Tech ETF in Q3 2014 and has held it in 25 quarters since.
460 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.