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

Strategic 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
2022 Q4	–	Sell	-3,488	Closed	-$230K	–	199
2022 Q3	$230K	Buy	3,488 +1	+0%	+$74	0.05%	170
2022 Q2	$253K	Sell	3,487 -378	-10%	-$26.9K	0.05%	161
2022 Q1	$297K	Sell	3,865 -40	-1%	-$3.06K	0.05%	162
2021 Q4	$329K	Buy	+3,905	New	+$346K	0.05%	163

Other funds holding LIT

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Strategic Advisors's LIT Position: Q4 2022 in Review

Strategic Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2022, closing a stake of 3,488 shares — an estimated $230K sold.

Strategic Advisors first reported a position in LIT in Q4 2021 and held it in 4 quarters. The position peaked at $329K in Q4 2021. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

Strategic Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2022 after selling out during the quarter.
Strategic Advisors sold 3,488 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $230K.
Strategic Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 4 quarters.
Strategic Advisors's Global X Lithium & Battery Tech ETF position peaked at $329K in Q4 2021.
414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Strategic Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.