PWMAG
LIT icon

Pinnacle Wealth Management Advisory Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Pinnacle Wealth Management Advisory 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
2022
Q3 		– Sell
-2,880
Closed -$209K – 287
2022
Q2 		$209K Hold
2,880
– – 0.03% 266
2022
Q1 		$222K Buy
+2,880
New +$220K 0.03% 260

Other funds holding LIT

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's LIT Position: Q3 2022 in Review

Pinnacle Wealth Management Advisory Group sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2022, closing a stake of 2,880 shares — an estimated $209K sold.

Pinnacle Wealth Management Advisory Group first reported a position in LIT in Q1 2022 and held it in 2 quarters. The position peaked at $222K in Q1 2022. 429 funds tracked by Wall St. Rank hold LIT as of Q3 2022.

  • Pinnacle Wealth Management Advisory Group reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2022 after selling out during the quarter.
  • Pinnacle Wealth Management Advisory Group sold 2,880 Global X Lithium & Battery Tech ETF shares in Q3 2022, an estimated $209K.
  • Pinnacle Wealth Management Advisory Group first reported a position in Global X Lithium & Battery Tech ETF in Q1 2022 and held it in 2 quarters.
  • Pinnacle Wealth Management Advisory Group's Global X Lithium & Battery Tech ETF position peaked at $222K in Q1 2022.
  • 429 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2022.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q3 2022, filed 10 Nov 2022.