Valmark Advisers’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Valmark Advisers’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 Q3	–	Sell	-3,958	Closed	-$257K	–	480
2023 Q2	$257K	Sell	3,958 -123	-3%	-$7.67K	0.01%	427
2023 Q1	$259K	Buy	4,081 +474	+13%	+$30.6K	0.01%	417
2022 Q4	$211K	Buy	+3,607	New	+$241K	﹤0.01%	424
2022 Q3	–	Sell	-8,582	Closed	-$623K	–	421
2022 Q2	$623K	Sell	8,582 -466	-5%	-$33.1K	0.01%	261
2022 Q1	$697K	Buy	+9,048	New	+$692K	0.01%	258

Other funds holding LIT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

GKWIM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valmark Advisers's LIT Position: Q3 2023 in Review

Valmark Advisers sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 3,958 shares — an estimated $257K sold.

Valmark Advisers first reported a position in LIT in Q1 2022 and held it in 5 quarters. The position peaked at $697K in Q1 2022. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

Valmark Advisers reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
Valmark Advisers sold 3,958 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $257K.
Valmark Advisers first reported a position in Global X Lithium & Battery Tech ETF in Q1 2022 and held it in 5 quarters.
Valmark Advisers's Global X Lithium & Battery Tech ETF position peaked at $697K in Q1 2022.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Valmark Advisers's 13F filing for Q3 2023, filed 8 Nov 2023.