PFG Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

PFG 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
2024 Q1	–	Sell	-4,132	Closed	-$210K	–	654
2023 Q4	$210K	Sell	4,132 -567	-12%	-$28.1K	0.02%	586
2023 Q3	$259K	Sell	4,699 -349	-7%	-$21.3K	0.02%	502
2023 Q2	$328K	Sell	5,048 -44	-0.9%	-$2.74K	0.03%	492
2023 Q1	$324K	Buy	+5,092	New	+$328K	0.03%	472
2022 Q4	–	Sell	-3,155	Closed	-$209K	–	575
2022 Q3	$209K	Sell	3,155 -109	-3%	-$8.09K	0.02%	483
2022 Q2	$237K	Buy	3,264 +192	+6%	+$13.7K	0.03%	341
2022 Q1	$237K	Buy	3,072 +125	+4%	+$9.57K	0.02%	370
2021 Q4	$249K	Buy	2,947 +505	+21%	+$44.8K	0.02%	462
2021 Q3	$200K	Buy	+2,442	New	+$200K	0.02%	490

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

PFG Advisors's LIT Position: Q1 2024 in Review

PFG Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 4,132 shares — an estimated $210K sold.

PFG Advisors first reported a position in LIT in Q3 2021 and held it in 9 quarters. The position peaked at $328K in Q2 2023. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

PFG Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
PFG Advisors sold 4,132 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $210K.
PFG Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 9 quarters.
PFG Advisors's Global X Lithium & Battery Tech ETF position peaked at $328K in Q2 2023.
329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on PFG Advisors's 13F filing for Q1 2024, filed 7 May 2024.