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Pinnacle Private Wealth’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Pinnacle Private Wealth’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
Q2 		$1.14M Sell
15,692
-4,673
-23% -$332K 0.45% 62
2022
Q1 		$1.57M Buy
20,365
+157
+0.8% +$12K 0.49% 46
2021
Q4 		$1.71M Buy
+20,208
New +$1.79M 0.53% 41

Other funds holding LIT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Pinnacle Private Wealth's LIT Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 23% in Q2 2022, selling an estimated $332K and leaving 15,692 shares worth $1.14M. The position accounts for 0.45% of the portfolio, ranked #62.

Pinnacle Private Wealth first reported a position in LIT in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.71M in Q4 2021. 445 funds tracked by Wall St. Rank hold LIT as of Q2 2022.

  • Pinnacle Private Wealth held 15,692 shares of Global X Lithium & Battery Tech ETF worth $1.14M as of Q2 2022.
  • Pinnacle Private Wealth sold 4,673 Global X Lithium & Battery Tech ETF shares in Q2 2022, an estimated $332K.
  • Global X Lithium & Battery Tech ETF made up 0.45% of Pinnacle Private Wealth's portfolio in Q2 2022, its #62 holding.
  • Pinnacle Private Wealth first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Global X Lithium & Battery Tech ETF position peaked at $1.71M in Q4 2021.
  • 445 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.