Stelac Advisory Services’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Stelac Advisory 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 Q2	–	Sell	-10,520	Closed	-$476K	–	111
2024 Q1	$476K	Hold	10,520	–	–	0.22%	54
2023 Q4	$540K	Sell	10,520 -1,806	-15%	-$89.5K	0.29%	49
2023 Q3	$610K	Hold	12,326	–	–	0.33%	53
2023 Q2	$802K	Hold	12,326	–	–	0.36%	49
2023 Q1	$783K	Buy	12,326 +17	+0.1%	+$1.1K	0.34%	47
2022 Q4	$721K	Sell	12,309 -75	-0.6%	-$5.01K	0.33%	51
2022 Q3	$818K	Hold	12,384	–	–	0.37%	47
2022 Q2	$899K	Sell	12,384 -260	-2%	-$18.5K	0.36%	47
2022 Q1	$973K	Buy	12,644 +3,742	+42%	+$286K	0.35%	46
2021 Q4	$752K	Sell	8,902 -437	-5%	-$38.7K	0.2%	68
2021 Q3	$765K	Sell	9,339 -788	-8%	-$64.6K	0.21%	74
2021 Q2	$734K	Buy	10,127 +7,778	+331%	+$501K	0.17%	101
2021 Q1	$137K	Buy	+2,349	New	+$153K	0.05%	190

Other funds holding LIT

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Jane Street New York $777B AUM 61.18% 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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Stelac Advisory Services's LIT Position: Q2 2024 in Review

Stelac Advisory Services sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2024, closing a stake of 10,520 shares — an estimated $476K sold.

Stelac Advisory Services first reported a position in LIT in Q1 2021 and held it in 13 quarters. The position peaked at $973K in Q1 2022. 289 funds tracked by Wall St. Rank hold LIT as of Q2 2024.

Stelac Advisory Services reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2024 after selling out during the quarter.
Stelac Advisory Services sold 10,520 Global X Lithium & Battery Tech ETF shares in Q2 2024, an estimated $476K.
Stelac Advisory Services first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 13 quarters.
Stelac Advisory Services's Global X Lithium & Battery Tech ETF position peaked at $973K in Q1 2022.
289 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2024.

Based on Stelac Advisory Services's 13F filing for Q2 2024, filed 29 Jul 2024.