DWS
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Dynamic Wealth Strategies’s Global X Lithium & Battery Tech ETF LIT Stock Holding History

Dynamic Wealth Strategies’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
2026
Q1 		$30.1K Hold
405
– – 0.02% 181
2025
Q4 		$26.3K Hold
405
– – 0.02% 168
2025
Q3 		$23K Hold
405
– – 0.02% 170
2025
Q2 		$15.6K Hold
405
– – 0.01% 177
2025
Q1 		$15.7K Buy
+405
New +$16.6K 0.01% 178
2024
Q4 		– Sell
-405
Closed -$18K – 163
2024
Q3 		$18K Hold
405
– – 0.01% 175
2024
Q2 		$16K Hold
405
– – 0.01% 169
2024
Q1 		$18K Hold
405
– – 0.02% 168
2023
Q4 		$20.6K Buy
+405
New +$20.1K 0.02% 164

Other funds holding LIT

LPL Financial
LPL Financial San Diego, California $377B 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B 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 $3.01B AUM 27.43% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return