Wealthcare Advisory Partners’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Wealthcare Advisory Partners’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	-4,150	Closed	-$229K	–	758
2023 Q3	$229K	Sell	4,150 -519	-11%	-$31.7K	0.01%	620
2023 Q2	$304K	Sell	4,669 -364	-7%	-$22.7K	0.01%	561
2023 Q1	$320K	Sell	5,033 -198	-4%	-$12.8K	0.01%	561
2022 Q4	$307K	Sell	5,231 -747	-12%	-$49.9K	0.01%	531
2022 Q3	$395K	Sell	5,978 -1,535	-20%	-$114K	0.02%	420
2022 Q2	$546K	Buy	7,513 +3,918	+109%	+$279K	0.03%	309
2022 Q1	$277K	Buy	3,595 +30	+0.8%	+$2.3K	0.02%	441
2021 Q4	$301K	Buy	+3,565	New	+$316K	0.02%	444
2021 Q2	–	Sell	-1,475	Closed	-$86K	–	1281
2021 Q1	$86K	Buy	+1,475	New	+$96.4K	0.01%	715

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

Wealthcare Advisory Partners's LIT Position: Q4 2023 in Review

Wealthcare Advisory Partners sold out of Global X Lithium & Battery Tech ETF (LIT) in Q4 2023, closing a stake of 4,150 shares — an estimated $229K sold.

Wealthcare Advisory Partners first reported a position in LIT in Q1 2021 and held it in 9 quarters. The position peaked at $546K in Q2 2022. 376 funds tracked by Wall St. Rank hold LIT as of Q4 2023.

Wealthcare Advisory Partners reported no remaining Global X Lithium & Battery Tech ETF position as of Q4 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 4,150 Global X Lithium & Battery Tech ETF shares in Q4 2023, an estimated $229K.
Wealthcare Advisory Partners first reported a position in Global X Lithium & Battery Tech ETF in Q1 2021 and held it in 9 quarters.
Wealthcare Advisory Partners's Global X Lithium & Battery Tech ETF position peaked at $546K in Q2 2022.
376 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2023, filed 6 Feb 2024.