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KAS
Kestra Advisory Services’s
Global X Lithium & Battery Tech ETF
LIT
Stock Holding History
Kestra Advisory Services’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
$1.37M
Buy
18,359
+1,176
+7%
+$84.2K
0.01%
1525
2025
Q4
$1.11M
Sell
17,183
-27
-0.2%
-$1.66K
﹤0.01%
1581
2025
Q3
$978K
Sell
17,210
-4,823
-22%
-$222K
﹤0.01%
1607
2025
Q2
$846K
Buy
22,033
+1,821
+9%
+$67.2K
﹤0.01%
1598
2025
Q1
$784K
Sell
20,212
-3,997
-17%
-$164K
﹤0.01%
1539
2024
Q4
$987K
Sell
24,209
-24,943
-51%
-$1.1M
0.01%
1429
2024
Q3
$2.14M
Sell
49,152
-6,475
-12%
-$247K
0.01%
924
2024
Q2
$2.16M
Buy
55,627
+5,197
+10%
+$227K
0.01%
921
2024
Q1
$2.28M
Buy
50,430
+1,944
+4%
+$86.6K
0.02%
817
2023
Q4
$2.47M
Sell
48,486
-131
-0.3%
-$6.49K
0.02%
703
2023
Q3
$2.68M
Buy
48,617
+4,177
+9%
+$255K
0.03%
596
2023
Q2
$2.89M
Buy
44,440
+1,394
+3%
+$86.9K
0.03%
552
2023
Q1
$2.74M
Buy
43,046
+1,677
+4%
+$108K
0.03%
536
2022
Q4
$2.42M
Sell
41,369
-12,888
-24%
-$861K
0.02%
666
2022
Q3
$3.59M
Sell
54,257
-32,493
-37%
-$2.41M
0.04%
467
2022
Q2
$6.3M
Buy
86,750
+11,349
+15%
+$807K
0.06%
309
2022
Q1
$5.8M
Buy
75,401
+42,954
+132%
+$3.29M
0.06%
334
2021
Q4
$2.74M
Buy
32,447
+7,037
+28%
+$624K
0.03%
574
2021
Q3
$2.08M
Buy
25,410
+6,997
+38%
+$574K
0.02%
693
2021
Q2
$1.33M
Buy
18,413
+3,457
+23%
+$222K
0.02%
805
2021
Q1
$874K
Buy
14,956
+4,852
+48%
+$317K
0.01%
935
2020
Q4
$630K
Buy
+10,104
New
+$501K
0.01%
1083
Other funds holding LIT
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
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
$269B AUM
31.4%
1-Year Est. Return
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
Bala Cynwyd, Pennsylvania
$893B AUM
36.07%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B 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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