Willner & Heller’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Willner & Heller’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	$392K	Sell	6,686 -1,094	-14%	-$73.1K	0.56%	67
2022 Q3	$514K	Sell	7,780 -325	-4%	-$24.1K	0.83%	44
2022 Q2	$589K	Sell	8,105 -1,283	-14%	-$91.2K	0.92%	37
2022 Q1	$793K	Buy	9,388 +1,732	+23%	+$133K	0.98%	29
2021 Q4	$627K	Buy	+7,656	New	+$679K	0.83%	39

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

Willner & Heller's LIT Position: Q4 2022 in Review

Willner & Heller reduced its Global X Lithium & Battery Tech ETF (LIT) stake by 14% in Q4 2022, selling an estimated $73.1K and leaving 6,686 shares worth $392K. The position accounts for 0.56% of the portfolio, ranked #67.

Willner & Heller first reported a position in LIT in Q4 2021 and has held it in 5 quarters since. The position peaked at $793K in Q1 2022. 414 funds tracked by Wall St. Rank hold LIT as of Q4 2022.

Willner & Heller held 6,686 shares of Global X Lithium & Battery Tech ETF worth $392K as of Q4 2022.
Willner & Heller sold 1,094 Global X Lithium & Battery Tech ETF shares in Q4 2022, an estimated $73.1K.
Global X Lithium & Battery Tech ETF made up 0.56% of Willner & Heller's portfolio in Q4 2022, its #67 holding.
Willner & Heller first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 5 quarters since.
Willner & Heller's Global X Lithium & Battery Tech ETF position peaked at $793K in Q1 2022.
414 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q4 2022.

Based on Willner & Heller's 13F filing for Q4 2022, filed 14 Feb 2023.