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

TimeScale Financial’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 Q2	$26K	Buy	400 +379	+1,805%	+$23.6K	0.01%	269
2023 Q1	$1.33K	Sell	21 -401	-95%	-$25.9K	﹤0.01%	514
2022 Q4	$27.9K	Hold	422	–	–	0.01%	200
2022 Q3	$28K	Hold	422	–	–	0.01%	201
2022 Q2	$31K	Hold	422	–	–	0.01%	189
2022 Q1	$32K	Buy	422 +1	+0.2%	+$77	0.01%	206
2021 Q4	$36K	Buy	421 +221	+111%	+$19.6K	0.01%	198
2021 Q3	$16K	Hold	200	–	–	﹤0.01%	258
2021 Q2	$14K	Buy	+200	New	+$12.9K	﹤0.01%	278

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

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

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

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

BCM

BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return

TimeScale Financial's LIT Position: Q2 2023 in Review

TimeScale Financial increased its Global X Lithium & Battery Tech ETF (LIT) stake by 1,805% in Q2 2023, buying an estimated $23.6K and bringing the position to 400 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #269.

TimeScale Financial first reported a position in LIT in Q2 2021 and has held it in 9 quarters since. The position peaked at $36K in Q4 2021. 421 funds tracked by Wall St. Rank hold LIT as of Q2 2023.

TimeScale Financial held 400 shares of Global X Lithium & Battery Tech ETF worth $26K as of Q2 2023.
TimeScale Financial bought 379 Global X Lithium & Battery Tech ETF shares in Q2 2023, an estimated $23.6K.
Global X Lithium & Battery Tech ETF made up 0.01% of TimeScale Financial's portfolio in Q2 2023, its #269 holding.
TimeScale Financial first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and has held it in 9 quarters since.
TimeScale Financial's Global X Lithium & Battery Tech ETF position peaked at $36K in Q4 2021.
421 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.