PCA
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Personal Capital Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Personal Capital Advisors’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
2022
Q4 		$330K Sell
5,630
-363
-6% -$24.3K ﹤0.01% 363
2022
Q3 		$396K Buy
5,993
+419
+8% +$31.1K ﹤0.01% 318
2022
Q2 		$405K Sell
5,574
-56
-1% -$3.98K ﹤0.01% 299
2022
Q1 		$433K Buy
5,630
+1,416
+34% +$108K ﹤0.01% 326
2021
Q4 		$356K Buy
4,214
+65
+2% +$5.76K ﹤0.01% 402
2021
Q3 		$340K Sell
4,149
-84
-2% -$6.89K ﹤0.01% 378
2021
Q2 		$307K Sell
4,233
-763
-15% -$49.1K ﹤0.01% 388
2021
Q1 		$292K Buy
+4,996
New +$326K ﹤0.01% 393

Other funds holding LIT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return