ZF
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Zhang Financial’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Zhang Financial’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
Q3 		– Sell
-2,990
Closed -$217K – 220
2022
Q2 		$217K Buy
2,990
+309
+12% +$22K 0.03% 200
2022
Q1 		$206K Buy
2,681
+263
+11% +$20.1K 0.03% 210
2021
Q4 		$204K Buy
+2,418
New +$214K 0.04% 199
2021
Q3 		– Sell
-3,009
Closed -$218K – 171
2021
Q2 		$218K Buy
+3,009
New +$194K 0.05% 134

Other funds holding LIT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Zhang Financial's LIT Position: Q3 2022 in Review

Zhang Financial sold out of Global X Lithium & Battery Tech ETF (LIT) in Q3 2022, closing a stake of 2,990 shares — an estimated $217K sold.

Zhang Financial first reported a position in LIT in Q2 2021 and held it in 4 quarters. The position peaked at $218K in Q2 2021. 429 funds tracked by Wall St. Rank hold LIT as of Q3 2022.

  • Zhang Financial reported no remaining Global X Lithium & Battery Tech ETF position as of Q3 2022 after selling out during the quarter.
  • Zhang Financial sold 2,990 Global X Lithium & Battery Tech ETF shares in Q3 2022, an estimated $217K.
  • Zhang Financial first reported a position in Global X Lithium & Battery Tech ETF in Q2 2021 and held it in 4 quarters.
  • Zhang Financial's Global X Lithium & Battery Tech ETF position peaked at $218K in Q2 2021.
  • 429 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q3 2022.

Based on Zhang Financial's 13F filing for Q3 2022, filed 18 Oct 2022.