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DADC
D.A. Davidson & Co’s
Global X Lithium & Battery Tech ETF
LIT
Stock Holding History
D.A. Davidson & Co’s Portfolio
LIT Stock Details
LIT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$221K
Sell
2,967
-801
-21%
-$57.3K
﹤0.01%
1458
2025
Q4
$244K
Hold
3,768
–
–
﹤0.01%
1387
2025
Q3
$214K
Buy
+3,768
New
+$173K
﹤0.01%
1433
2025
Q1
–
Sell
-6,170
Closed
-$252K
–
1455
2024
Q4
$252K
Buy
+6,170
New
+$272K
﹤0.01%
1259
2024
Q2
–
Sell
-5,712
Closed
-$259K
–
1401
2024
Q1
$259K
Sell
5,712
-455
-7%
-$20.3K
﹤0.01%
1225
2023
Q4
$314K
Sell
6,167
-410
-6%
-$20.3K
﹤0.01%
1111
2023
Q3
$363K
Sell
6,577
-1,062
-14%
-$64.9K
﹤0.01%
1022
2023
Q2
$497K
Buy
7,639
+519
+7%
+$32.4K
0.01%
929
2023
Q1
$452K
Buy
7,120
+150
+2%
+$9.68K
0.01%
919
2022
Q4
$409K
Sell
6,970
-576
-8%
-$38.5K
﹤0.01%
928
2022
Q3
$499K
Buy
7,546
+216
+3%
+$16K
0.01%
814
2022
Q2
$532K
Sell
7,330
-3,428
-32%
-$244K
0.01%
800
2022
Q1
$828K
Buy
10,758
+814
+8%
+$62.3K
0.01%
707
2021
Q4
$841K
Buy
9,944
+4,809
+94%
+$426K
0.01%
703
2021
Q3
$421K
Buy
5,135
+654
+15%
+$53.6K
﹤0.01%
895
2021
Q2
$325K
Buy
+4,481
New
+$288K
﹤0.01%
963
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$376B AUM
19.32%
1-Year Est. Return
SPIA
Steward Partners Investment Advisory
New York
$19.6B AUM
22.89%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of Montreal
Toronto, Ontario, Canada
$245B AUM
31.4%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
WH
Whitcomb & Hess
Ashland, Ohio
$463M AUM
23.04%
1-Year Est. Return
BGDI
BW Gestao de Investimentos
Sao Paulo, Brazil
$2.25B AUM
27.43%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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