Soltis Investment Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Soltis Investment 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
2023 Q3	–	Sell	-3,159	Closed	-$205K	–	271
2023 Q2	$205K	Hold	3,159	–	–	0.02%	247
2023 Q1	$201K	Buy	+3,159	New	+$204K	0.03%	247
2022 Q4	–	Sell	-3,157	Closed	-$209K	–	257
2022 Q3	$209K	Sell	3,157 -258	-8%	-$19.2K	0.03%	214
2022 Q2	$248K	Buy	3,415 +213	+7%	+$15.1K	0.04%	207
2022 Q1	$247K	Sell	3,202 -16,253	-84%	-$1.24M	0.03%	220
2021 Q4	$1.64M	Buy	19,455 +3,439	+21%	+$305K	0.23%	98
2021 Q3	$1.31M	Buy	16,016 +775	+5%	+$63.5K	0.2%	103
2021 Q2	$1.1M	Buy	15,241 +4,026	+36%	+$259K	0.18%	111
2021 Q1	$656K	Buy	+11,215	New	+$733K	0.12%	129

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

Soltis Investment Advisors's LIT Position: Q3 2023 in Review

Soltis Investment Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 3,159 shares — an estimated $205K sold.

Soltis Investment Advisors first reported a position in LIT in Q1 2021 and held it in 9 quarters. The position peaked at $1.64M in Q4 2021. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

Soltis Investment Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
Soltis Investment Advisors sold 3,159 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $205K.
Soltis Investment Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 9 quarters.
Soltis Investment Advisors's Global X Lithium & Battery Tech ETF position peaked at $1.64M in Q4 2021.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Soltis Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.