Wealthspire Advisors (Maryland)’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-2,215	Closed	-$63K	–	1314
2019 Q1	$63K	Buy	2,215 +23	+1%	+$656	﹤0.01%	811
2018 Q4	$59K	Buy	2,192 +974	+80%	+$29.6K	0.01%	786
2018 Q3	$40K	Buy	1,218 +401	+49%	+$13K	﹤0.01%	1046
2018 Q2	$27K	Sell	817 -256	-24%	-$8.56K	﹤0.01%	1199
2018 Q1	$35K	Hold	1,073	–	–	﹤0.01%	1115
2017 Q4	$42K	Buy	1,073 +256	+31%	+$10.1K	﹤0.01%	1077
2017 Q3	$31K	Buy	+817	New	+$27K	﹤0.01%	1152

Other funds holding LIT

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LIT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Global X Lithium & Battery Tech ETF (LIT) in Q2 2019, closing a stake of 2,215 shares — an estimated $63K sold.

Wealthspire Advisors (Maryland) first reported a position in LIT in Q3 2017 and held it in 7 quarters. The position peaked at $63K in Q1 2019. 99 funds tracked by Wall St. Rank hold LIT as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Global X Lithium & Battery Tech ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,215 Global X Lithium & Battery Tech ETF shares in Q2 2019, an estimated $63K.
Wealthspire Advisors (Maryland) first reported a position in Global X Lithium & Battery Tech ETF in Q3 2017 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s Global X Lithium & Battery Tech ETF position peaked at $63K in Q1 2019.
99 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.