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

Private Wealth Strategies’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 Q2	$248K	Buy	6,388 +735	+13%	+$32K	0.05%	68
2024 Q1	$256K	Sell	5,653 -4,253	-43%	-$189K	0.06%	58
2023 Q4	$505K	Sell	9,906 -1,147	-10%	-$56.9K	0.11%	40
2023 Q3	$610K	Sell	11,053 -3,063	-22%	-$187K	0.15%	31
2023 Q2	$918K	Buy	14,116 +72	+0.5%	+$4.49K	0.22%	28
2023 Q1	$893K	Sell	14,044 -55	-0.4%	-$3.55K	0.23%	28
2022 Q4	$826K	Sell	14,099 -2,383	-14%	-$159K	0.22%	27
2022 Q3	$1.08M	Sell	16,482 -367	-2%	-$27.3K	0.32%	20
2022 Q2	$1.22M	Sell	16,849 -1,024	-6%	-$72.8K	0.34%	28
2022 Q1	$1.38M	Buy	17,873 +1,271	+8%	+$97.3K	0.34%	25
2021 Q4	$1.4M	Buy	16,602 +8,967	+117%	+$795K	0.32%	27
2021 Q3	$627K	Buy	+7,635	New	+$626K	0.16%	45

Other funds holding LIT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Private Wealth Strategies's LIT Position: Q2 2024 in Review

Private Wealth Strategies increased its Global X Lithium & Battery Tech ETF (LIT) stake by 13% in Q2 2024, buying an estimated $32K and bringing the position to 6,388 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #68.

Private Wealth Strategies first reported a position in LIT in Q3 2021 and has held it in 12 quarters since. The position peaked at $1.4M in Q4 2021. 289 funds tracked by Wall St. Rank hold LIT as of Q2 2024.

Private Wealth Strategies held 6,388 shares of Global X Lithium & Battery Tech ETF worth $248K as of Q2 2024.
Private Wealth Strategies bought 735 Global X Lithium & Battery Tech ETF shares in Q2 2024, an estimated $32K.
Global X Lithium & Battery Tech ETF made up 0.05% of Private Wealth Strategies's portfolio in Q2 2024, its #68 holding.
Private Wealth Strategies first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and has held it in 12 quarters since.
Private Wealth Strategies's Global X Lithium & Battery Tech ETF position peaked at $1.4M in Q4 2021.
289 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2024.

Based on Private Wealth Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.