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

Trek 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
2022
Q1 		– Sell
-3,221
Closed -$272K – 256
2021
Q4 		$272K Buy
3,221
+32
+1% +$2.84K 0.03% 167
2021
Q3 		$261K Buy
3,189
+173
+6% +$14.2K 0.03% 167
2021
Q2 		$219K Buy
+3,016
New +$194K 0.02% 196

Other funds holding LIT

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Trek Financial's LIT Position: Q1 2022 in Review

Trek Financial sold out of Global X Lithium & Battery Tech ETF (LIT) in Q1 2022, closing a stake of 3,221 shares — an estimated $272K sold.

Trek Financial first reported a position in LIT in Q2 2021 and held it in 3 quarters. The position peaked at $272K in Q4 2021. 451 funds tracked by Wall St. Rank hold LIT as of Q1 2022.

  • Trek Financial reported no remaining Global X Lithium & Battery Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Trek Financial sold 3,221 Global X Lithium & Battery Tech ETF shares in Q1 2022, an estimated $272K.
  • Trek Financial first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and held it in 3 quarters.
  • Trek Financial's Global X Lithium & Battery Tech ETF position peaked at $272K in Q4 2021.
  • 451 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q1 2022.

Based on Trek Financial's 13F filing for Q1 2022, filed 10 May 2022.