U.S. Capital Wealth Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

U.S. Capital 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
2023 Q4	–	Sell	-10,846	Closed	-$598K	–	683
2023 Q3	$598K	Sell	10,846 -13	-0.1%	-$794	0.03%	399
2023 Q2	$706K	Buy	+10,859	New	+$677K	0.03%	382
2023 Q1	–	Sell	-30	Closed	-$1.76K	–	1130
2022 Q4	$1.76K	Buy	+30	New	+$2K	﹤0.01%	1499
2022 Q1	–	Sell	-3,230	Closed	-$273K	–	735
2021 Q4	$273K	Buy	+3,230	New	+$286K	0.01%	617

Other funds holding LIT

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

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

Jane Street New York $777B AUM 61.18% 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

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

U.S. Capital Wealth Advisors's LIT Position: Q4 2023 in Review

U.S. Capital Wealth Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 10,846 shares — an estimated $598K sold.

U.S. Capital Wealth Advisors first reported a position in LIT in Q4 2021 and held it in 4 quarters. The position peaked at $706K in Q2 2023. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

U.S. Capital Wealth Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 10,846 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $598K.
U.S. Capital Wealth Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and held it in 4 quarters.
U.S. Capital Wealth Advisors's Global X Lithium & Battery Tech ETF position peaked at $706K in Q2 2023.
376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.