Park Avenue Securities’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Park Avenue Securities’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
2024 Q1	–	Sell	-11,269	Closed	-$574K	–	1392
2023 Q4	$574K	Sell	11,269 -6,357	-36%	-$315K	0.01%	852
2023 Q3	$972K	Buy	+17,626	New	+$1.08M	0.02%	568
2023 Q2	–	Sell	-20,216	Closed	-$1.28M	–	743
2023 Q1	$1.28M	Buy	20,216 +2,246	+12%	+$145K	0.02%	396
2022 Q4	$1.05M	Buy	17,970 +1,594	+10%	+$107K	0.02%	498
2022 Q3	$1.08M	Buy	16,376 +2,401	+17%	+$178K	0.02%	427
2022 Q2	$1.01M	Buy	13,975 +6,858	+96%	+$488K	0.02%	459
2022 Q1	$548K	Buy	7,117 +1,915	+37%	+$147K	0.01%	702
2021 Q4	$439K	Buy	+5,202	New	+$461K	0.01%	769
2021 Q2	–	Sell	-7,530	Closed	-$440K	–	1030
2021 Q1	$440K	Buy	7,530 +120	+2%	+$7.84K	0.01%	625
2020 Q4	$459K	Buy	+7,410	New	+$367K	0.01%	532

Other funds holding LIT

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Park Avenue Securities's LIT Position: Q1 2024 in Review

Park Avenue Securities sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 11,269 shares — an estimated $574K sold.

Park Avenue Securities first reported a position in LIT in Q4 2020 and held it in 10 quarters. The position peaked at $1.28M in Q1 2023. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

Park Avenue Securities reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
Park Avenue Securities sold 11,269 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $574K.
Park Avenue Securities first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and held it in 10 quarters.
Park Avenue Securities's Global X Lithium & Battery Tech ETF position peaked at $1.28M in Q1 2023.
329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on Park Avenue Securities's 13F filing for Q1 2024, filed 10 Apr 2024.