None of the 29 investors followed here reported a position in LITP in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
| Member | Buys | Sells | Est. net | Last move |
|---|---|---|---|---|
| John Boozman Sen. AR | 2 | 3 | −$8.0K | Trimmed May 27, 26 |
| Traded | Member | Owner | Type | Amount | Filed | Report |
|---|---|---|---|---|---|---|
| May 27, 26 | John Boozman Sen. AR | Joint | Sell (part) | $1,001 - $15,000 | Jun 16, 26 (20d) | Report |
| May 27, 26 | John Boozman Sen. AR | Joint | Sell (part) | $1,001 - $15,000 | Jun 16, 26 (20d) | Report |
| Jan 23, 26 | John Boozman Sen. AR | Joint | Buy | $1,001 - $15,000 | Feb 15, 26 (23d) | Report |
| Oct 3, 25 | John Boozman Sen. AR | Joint | Sell (part) | $1,001 - $15,000 | Nov 15, 25 (43d) | Report |
| Feb 26, 25 | John Boozman Sen. AR | Joint | Buy | $1,001 - $15,000 | Mar 6, 25 (8d) | Report |
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.5 | 8.3 | -5.3 | 30.7 | -6.5 | -23.0 | -20.5 | 20.3 | -22.9 | -14.5 | −34.6% | ||
| 2025 | 0.6 | -9.4 | -2.3 | -7.4 | -4.0 | 8.5 | 13.9 | 26.4 | 9.2 | 14.5 | 18.3 | -1.5 | +80.4% |
| 2024 | -26.4 | 13.4 | -5.0 | -1.2 | 1.2 | -21.9 | -2.8 | -4.2 | 12.9 | 4.8 | -2.6 | -20.2 | −47.0% |
| 2023 | -3.9 | -1.8 | 3.4 | 9.2 | -4.4 | -12.1 | -7.8 | -20.3 | -1.5 | 10.1 | −28.7% |
The fund will, under normal circumstances, invest at least 80% of its total assets in securities of the index. The index is designed to track the performance of companies that derive at least 50% of their revenue and/or assets from mining, exploration, development, or production of lithium. The index generally consists of from 40 to 50 constituents. The fund is non-diversified.
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