Wagner Wealth Management (South Carolina)’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Wagner Wealth Management (South Carolina)’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	-126	Closed	-$8K	–	503
2022 Q3	$8K	Hold	126	–	–	0.01%	452
2022 Q2	$9K	Buy	+126	New	+$8.96K	0.01%	458
2022 Q1	–	Sell	-34	Closed	-$3K	–	452
2021 Q4	$3K	Hold	34	–	–	﹤0.01%	608
2021 Q3	$3K	Sell	34 -140	-80%	-$11.5K	﹤0.01%	583
2021 Q2	$13K	Buy	174 +89	+105%	+$5.73K	0.01%	456
2021 Q1	$5K	Buy	+85	New	+$5.55K	﹤0.01%	541

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

Wagner Wealth Management (South Carolina)'s LIT Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2022, closing a stake of 126 shares — an estimated $8K sold.

Wagner Wealth Management (South Carolina) first reported a position in LIT in Q1 2021 and held it in 6 quarters. The position peaked at $13K in Q2 2021. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 126 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $8K.
Wagner Wealth Management (South Carolina) first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 6 quarters.
Wagner Wealth Management (South Carolina)'s Global X Lithium & Battery Tech ETF position peaked at $13K in Q2 2021.
414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.