Retirement Group’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Retirement 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
2024 Q1	$5.25K	Hold	116	–	–	﹤0.01%	556
2023 Q4	$5.91K	Sell	116 -5	-4%	-$248	﹤0.01%	512
2023 Q3	$6.68K	Hold	121	–	–	﹤0.01%	455
2023 Q2	$7.87K	Hold	121	–	–	﹤0.01%	446
2023 Q1	$8K	Hold	121	–	–	﹤0.01%	426
2022 Q4	$7K	Buy	121 +5	+4%	+$334	﹤0.01%	400
2022 Q3	$8K	Buy	116 +110	+1,833%	+$8.17K	0.01%	281
2022 Q2	$0	Buy	6 +3	+100%	+$213	﹤0.01%	785
2022 Q1	$0	Buy	3 +1	+50%	+$77	﹤0.01%	790
2021 Q4	$0	Buy	+2	New	+$177	﹤0.01%	733

Other funds holding LIT

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Retirement Group's LIT Position: Q1 2024 in Review

Retirement Group held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q1 2024 at 116 shares worth $5.25K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Retirement Group first reported a position in LIT in Q4 2021 and has held it in 10 quarters since. The position peaked at $8K in Q1 2023. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

Retirement Group held 116 shares of Global X Lithium & Battery Tech ETF worth $5.25K as of Q1 2024.
Retirement Group left its Global X Lithium & Battery Tech ETF share count unchanged in Q1 2024.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #556 holding.
Retirement Group first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 10 quarters since.
Retirement Group's Global X Lithium & Battery Tech ETF position peaked at $8K in Q1 2023.
329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.