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Prosperity Wealth Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Prosperity Wealth Management’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
Q2 		– Sell
-3,249
Closed -$206K – 177
2023
Q1 		$206K Buy
+3,249
New +$210K 0.16% 114

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Bank of America
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

Prosperity Wealth Management's LIT Position: Q2 2023 in Review

Prosperity Wealth Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2023, closing a stake of 3,249 shares — an estimated $206K sold.

Prosperity Wealth Management first reported a position in LIT in Q1 2023 and held it in 1 quarter. The position peaked at $206K in Q1 2023. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

  • Prosperity Wealth Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2023 after selling out during the quarter.
  • Prosperity Wealth Management sold 3,249 Global X Lithium & Battery Tech ETF shares in Q2 2023, an estimated $206K.
  • Prosperity Wealth Management first reported a position in Global X Lithium & Battery Tech ETF in Q1 2023 and held it in 1 quarter.
  • Prosperity Wealth Management's Global X Lithium & Battery Tech ETF position peaked at $206K in Q1 2023.
  • 421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on Prosperity Wealth Management's 13F filing for Q2 2023, filed 12 Sep 2023.