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

Powell Investment 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
2023 Q1	–	Sell	-33	Closed	-$1.95K	–	140
2022 Q4	$1.95K	Buy	+33	New	+$2.21K	﹤0.01%	129
2022 Q1	–	Sell	-198	Closed	-$17K	–	135
2021 Q4	$17K	Hold	198	–	–	0.01%	130
2021 Q3	$16K	Sell	198 -1,100	-85%	-$90.2K	0.01%	122
2021 Q2	$94K	Buy	1,298 +198	+18%	+$12.7K	0.06%	111
2021 Q1	$64K	Buy	+1,100	New	+$71.9K	0.04%	114

Other funds holding LIT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Powell Investment Advisors's LIT Position: Q1 2023 in Review

Powell Investment Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2023, closing a stake of 33 shares — an estimated $1.95K sold.

Powell Investment Advisors first reported a position in LIT in Q1 2021 and held it in 5 quarters. The position peaked at $94K in Q2 2021. 405 funds tracked by Wall St. Rank hold LIT as of Q1 2023.

Powell Investment Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2023 after selling out during the quarter.
Powell Investment Advisors sold 33 Global X Lithium & Battery Tech ETF shares in Q1 2023, an estimated $1.95K.
Powell Investment Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 5 quarters.
Powell Investment Advisors's Global X Lithium & Battery Tech ETF position peaked at $94K in Q2 2021.
405 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2023.

Based on Powell Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.