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
Search
Sign in
Sign up
NFSG
Newbridge Financial Services Group’s
Global X Lithium & Battery Tech ETF
LIT
Stock Holding History
Newbridge Financial Services Group’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
$15.4K
Buy
208
+1
+0.5%
+$72
﹤0.01%
700
2025
Q4
$13.4K
Hold
207
–
–
﹤0.01%
735
2025
Q3
$11.8K
Buy
207
+1
+0.5%
+$46
﹤0.01%
867
2025
Q2
$7.92K
Sell
206
-105
-34%
-$3.88K
﹤0.01%
944
2025
Q1
$12.1K
Hold
311
–
–
﹤0.01%
644
2024
Q4
$12.7K
Hold
311
–
–
﹤0.01%
691
2024
Q3
$13.5K
Buy
311
+2
+0.6%
+$76
﹤0.01%
400
2024
Q2
$12K
Sell
309
-20
-6%
-$872
﹤0.01%
675
2024
Q1
$14.9K
Buy
329
+1
+0.3%
+$45
0.01%
674
2023
Q4
$16.7K
Hold
328
–
–
0.01%
625
2023
Q3
$18.1K
Buy
328
+1
+0.3%
+$61
0.01%
664
2023
Q2
$21.3K
Sell
327
-65
-17%
-$4.05K
0.01%
680
2023
Q1
$24.9K
Buy
392
+1
+0.3%
+$65
0.01%
643
2022
Q4
$22.9K
Buy
391
+125
+47%
+$8.35K
0.01%
675
2022
Q3
$18K
Buy
266
+66
+33%
+$4.9K
0.01%
727
2022
Q2
$15K
Hold
200
–
–
0.01%
738
2022
Q1
$15K
Hold
200
–
–
0.01%
812
2021
Q4
$17K
Hold
200
–
–
0.01%
780
2021
Q3
$16K
Hold
200
–
–
0.01%
728
2021
Q2
$14K
Hold
200
–
–
0.01%
885
2021
Q1
$12K
Buy
+200
New
+$13.1K
0.01%
845
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
Sign up
Sign in
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
Theme
Close