United Capital Financial Advisors’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

United Capital Financial 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 Q4	–	Sell	-3,665	Closed	-$242K	–	1085
2022 Q3	$242K	Sell	3,665 -1,689	-32%	-$125K	﹤0.01%	966
2022 Q2	$389K	Buy	5,354 +77	+1%	+$5.47K	﹤0.01%	863
2022 Q1	$406K	Sell	5,277 -386	-7%	-$29.5K	﹤0.01%	898
2021 Q4	$478K	Buy	5,663 +710	+14%	+$63K	﹤0.01%	872
2021 Q3	$406K	Buy	4,953 +1,024	+26%	+$83.9K	﹤0.01%	921
2021 Q2	$285K	Sell	3,929 -598	-13%	-$38.5K	﹤0.01%	1040
2021 Q1	$265K	Buy	+4,527	New	+$296K	﹤0.01%	1021
2016 Q3	–	Sell	-754,367	Closed	-$18.9M	–	1292
2016 Q2	$18.9M	Buy	+754,367	New	+$17.7M	0.19%	112

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

United Capital Financial Advisors's LIT Position: Q4 2022 in Review

United Capital Financial Advisors sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2022, closing a stake of 3,665 shares — an estimated $242K sold.

United Capital Financial Advisors first reported a position in LIT in Q2 2016 and held it in 8 quarters. The position peaked at $18.9M in Q2 2016. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

United Capital Financial Advisors reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2022 after selling out during the quarter.
United Capital Financial Advisors sold 3,665 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $242K.
United Capital Financial Advisors first reported a position in Global X Lithium & Battery Tech ETF in Q2 2016 and held it in 8 quarters.
United Capital Financial Advisors's Global X Lithium & Battery Tech ETF position peaked at $18.9M in Q2 2016.
414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.