TRUE Private Wealth Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

TRUE Private Wealth 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 Q2	–	Sell	-3,504	Closed	-$241K	–	241
2022 Q1	$241K	Sell	3,504 -6,503	-65%	-$498K	0.03%	210
2021 Q4	$845K	Sell	10,007 -121,139	-92%	-$10.7M	0.12%	105
2021 Q3	$10.7M	Buy	+131,146	New	+$10.8M	1.56%	15

Other funds holding LIT

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

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

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

GKWIM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

TRUE Private Wealth Advisors's LIT Position: Q2 2022 in Review

TRUE Private Wealth Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2022, closing a stake of 3,504 shares — an estimated $241K sold.

TRUE Private Wealth Advisors first reported a position in LIT in Q3 2021 and held it in 3 quarters. The position peaked at $10.7M in Q3 2021. 446 funds tracked by Wall St. Rank hold LIT as of Q2 2022.

TRUE Private Wealth Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2022 after selling out during the quarter.
TRUE Private Wealth Advisors sold 3,504 Global X Lithium & Battery Tech ETF shares in Q2 2022, an estimated $241K.
TRUE Private Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 3 quarters.
TRUE Private Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $10.7M in Q3 2021.
446 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2022.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.