Secure Asset Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Secure Asset 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 Q3	–	Sell	-3,436	Closed	-$223K	–	218
2023 Q2	$223K	Buy	3,436 +270	+9%	+$16.8K	0.07%	176
2023 Q1	$201K	Buy	+3,166	New	+$204K	0.07%	186
2022 Q3	–	Sell	-3,502	Closed	-$254K	–	168
2022 Q2	$254K	Sell	3,502 -1,157	-25%	-$82.3K	0.14%	127
2022 Q1	$359K	Buy	4,659 +278	+6%	+$21.3K	0.16%	123
2021 Q4	$370K	Buy	4,381 +1,868	+74%	+$166K	0.15%	115
2021 Q3	$206K	Buy	+2,513	New	+$206K	0.1%	167

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

Secure Asset Management's LIT Position: Q3 2023 in Review

Secure Asset Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 3,436 shares — an estimated $223K sold.

Secure Asset Management first reported a position in LIT in Q3 2021 and held it in 6 quarters. The position peaked at $370K in Q4 2021. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

Secure Asset Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
Secure Asset Management sold 3,436 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $223K.
Secure Asset Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 6 quarters.
Secure Asset Management's Global X Lithium & Battery Tech ETF position peaked at $370K in Q4 2021.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Secure Asset Management's 13F filing for Q3 2023, filed 18 Oct 2023.