Sowell Financial Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Sowell Financial Services’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	–	Sell	-21,056	Closed	-$1.08M	–	569
2023 Q4	$1.08M	Buy	+21,056	New	+$1.04M	0.06%	311
2023 Q3	–	Sell	-17,817	Closed	-$1.16M	–	564
2023 Q2	$1.16M	Buy	+17,817	New	+$1.11M	0.06%	325
2022 Q1	–	Sell	-38,968	Closed	-$3.3M	–	360
2021 Q4	$3.3M	Sell	38,968 -1,901	-5%	-$169K	0.19%	121
2021 Q3	$3.35M	Buy	+40,869	New	+$3.35M	0.23%	111
2021 Q2	–	Sell	-3,901	Closed	-$242K	–	1756
2021 Q1	$242K	Sell	3,901 -608	-13%	-$39.7K	0.01%	941
2020 Q4	$279K	Buy	4,509 +4,309	+2,155%	+$214K	0.01%	726
2020 Q3	$8K	Buy	+200	New	+$7.52K	﹤0.01%	1871

Other funds holding LIT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Sowell Financial Services's LIT Position: Q1 2024 in Review

Sowell Financial Services sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2024, closing a stake of 21,056 shares — an estimated $1.08M sold.

Sowell Financial Services first reported a position in LIT in Q3 2020 and held it in 7 quarters. The position peaked at $3.35M in Q3 2021. 329 funds tracked by Wall St. Rank hold LIT as of Q1 2024.

Sowell Financial Services reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2024 after selling out during the quarter.
Sowell Financial Services sold 21,056 Global X Lithium & Battery Tech ETF shares in Q1 2024, an estimated $1.08M.
Sowell Financial Services first reported a position in Global X Lithium & Battery Tech ETF in Q3 2020 and held it in 7 quarters.
Sowell Financial Services's Global X Lithium & Battery Tech ETF position peaked at $3.35M in Q3 2021.
329 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2024.

Based on Sowell Financial Services's 13F filing for Q1 2024, filed 3 May 2024.