Zacks Investment Management’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Zacks Investment Management’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	-3,583	Closed	-$233K	–	668
2023 Q2	$233K	Sell	3,583 -61	-2%	-$3.8K	﹤0.01%	574
2023 Q1	$232K	Sell	3,644 -120	-3%	-$7.74K	﹤0.01%	561
2022 Q4	$221K	Hold	3,764	–	–	﹤0.01%	551
2022 Q3	$249K	Buy	3,764 +4	+0.1%	+$297	﹤0.01%	510
2022 Q2	$273K	Sell	3,760 -37	-1%	-$2.63K	﹤0.01%	503
2022 Q1	$292K	Buy	3,797 +193	+5%	+$14.8K	﹤0.01%	519
2021 Q4	$304K	Sell	3,604 -1,067	-23%	-$94.6K	﹤0.01%	535
2021 Q3	$383K	Buy	+4,671	New	+$383K	0.01%	484

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

Zacks Investment Management's LIT Position: Q3 2023 in Review

Zacks Investment Management sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2023, closing a stake of 3,583 shares — an estimated $233K sold.

Zacks Investment Management first reported a position in LIT in Q3 2021 and held it in 8 quarters. The position peaked at $383K in Q3 2021. 384 funds tracked by Wall St. Rank hold LIT as of Q3 2023.

Zacks Investment Management reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2023 after selling out during the quarter.
Zacks Investment Management sold 3,583 Global X Lithium & Battery Tech ETF shares in Q3 2023, an estimated $233K.
Zacks Investment Management first reported a position in Global X Lithium & Battery Tech ETF in Q3 2021 and held it in 8 quarters.
Zacks Investment Management's Global X Lithium & Battery Tech ETF position peaked at $383K in Q3 2021.
384 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2023.

Based on Zacks Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.