Sittner & Nelson’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Sittner & Nelson’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	-190	Closed	-$12.1K	–	506
2023 Q1	$12.1K	Hold	190	–	–	0.01%	352
2022 Q4	$11.1K	Hold	190	–	–	0.01%	332
2022 Q3	$13K	Hold	190	–	–	0.01%	303
2022 Q2	$14K	Hold	190	–	–	0.01%	322
2022 Q1	$15K	Hold	190	–	–	0.01%	304
2021 Q4	$16K	Buy	+190	New	+$16.8K	0.01%	293

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

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

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

Sittner & Nelson's LIT Position: Q2 2023 in Review

Sittner & Nelson sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2023, closing a stake of 190 shares — an estimated $12.1K sold.

Sittner & Nelson first reported a position in LIT in Q4 2021 and held it in 6 quarters. The position peaked at $16K in Q4 2021. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

Sittner & Nelson reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2023 after selling out during the quarter.
Sittner & Nelson sold 190 Global X Lithium & Battery Tech ETF shares in Q2 2023, an estimated $12.1K.
Sittner & Nelson first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 6 quarters.
Sittner & Nelson's Global X Lithium & Battery Tech ETF position peaked at $16K in Q4 2021.
421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on Sittner & Nelson's 13F filing for Q2 2023, filed 14 Aug 2023.