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

TrustCore Financial 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
2022 Q4	$34.6K	Hold	591	–	–	﹤0.01%	517
2022 Q3	$39K	Buy	591 +140	+31%	+$10.4K	﹤0.01%	489
2022 Q2	$33K	Buy	451 +301	+201%	+$21.4K	﹤0.01%	537
2022 Q1	$12K	Buy	150 +120	+400%	+$9.18K	﹤0.01%	731
2021 Q4	$3K	Sell	30 -150	-83%	-$13.3K	﹤0.01%	844
2021 Q3	$15K	Buy	180 +30	+20%	+$2.46K	﹤0.01%	692
2021 Q2	$11K	Hold	150	–	–	﹤0.01%	719
2021 Q1	$9K	Buy	150 +50	+50%	+$3.27K	﹤0.01%	706
2020 Q4	$6K	Buy	+100	New	+$4.96K	﹤0.01%	749

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

TrustCore Financial Services's LIT Position: Q4 2022 in Review

TrustCore Financial Services held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q4 2022 at 591 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

TrustCore Financial Services first reported a position in LIT in Q4 2020 and has held it in 9 quarters since. The position peaked at $39K in Q3 2022. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

TrustCore Financial Services held 591 shares of Global X Lithium & Battery Tech ETF worth $34.6K as of Q4 2022.
TrustCore Financial Services left its Global X Lithium & Battery Tech ETF share count unchanged in Q4 2022.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #517 holding.
TrustCore Financial Services first reported a position in Global X Lithium & Battery Tech ETF in Q4 2020 and has held it in 9 quarters since.
TrustCore Financial Services's Global X Lithium & Battery Tech ETF position peaked at $39K in Q3 2022.
414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.