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	–	1757
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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of America

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

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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