SLWA
LIT icon

San Luis Wealth Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

San Luis Wealth 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
2022
Q2 		– Sell
-130
Closed -$11K – 275
2022
Q1 		$11K Buy
+130
New +$9.95K 0.01% 355

Other funds holding LIT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
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
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

San Luis Wealth Advisors's LIT Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2022, closing a stake of 130 shares — an estimated $11K sold.

San Luis Wealth Advisors first reported a position in LIT in Q1 2022 and held it in 1 quarter. The position peaked at $11K in Q1 2022. 446 funds tracked by Wall St. Rank hold LIT as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 130 Global X Lithium & Battery Tech ETF shares in Q2 2022, an estimated $11K.
  • San Luis Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $11K in Q1 2022.
  • 446 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.