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TWM
Triton Wealth Management’s
Global X Lithium & Battery Tech ETF
LIT
Stock Holding History
Triton Wealth Management’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
$256K
Hold
3,425
–
–
0.1%
104
2025
Q4
$244K
Sell
3,425
-400
-10%
-$24.7K
0.09%
102
2025
Q3
$239K
Buy
+3,825
New
+$176K
0.09%
99
2024
Q1
–
Sell
-4,833
Closed
-$234K
–
79
2023
Q4
$234K
Sell
4,833
-284
-6%
-$14.1K
0.15%
62
2023
Q3
$252K
Sell
5,117
-1,193
-19%
-$72.9K
0.17%
60
2023
Q2
$401K
Sell
6,310
-167
-3%
-$10.4K
0.23%
46
2023
Q1
$415K
Sell
6,477
-250
-4%
-$16.1K
0.25%
40
2022
Q4
$436K
Sell
6,727
-272
-4%
-$18.2K
0.27%
38
2022
Q3
$489K
Sell
6,999
-68
-1%
-$5.05K
0.29%
33
2022
Q2
$534K
Sell
7,067
-20,747
-75%
-$1.48M
0.38%
37
2022
Q1
$2.16M
Hold
27,814
–
–
1.12%
13
2021
Q4
$2.16M
Buy
27,814
+158
+0.6%
+$14K
1.12%
13
2021
Q3
$2.45M
Buy
27,656
+468
+2%
+$38.4K
1.17%
14
2021
Q2
$2.35M
Buy
27,188
+971
+4%
+$62.5K
1.35%
14
2021
Q1
$1.59M
Sell
26,217
-2,424
-8%
-$158K
1.08%
13
2020
Q4
$2.04M
Buy
+28,641
New
+$1.42M
1.3%
12
Other funds holding LIT
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San Diego, California
$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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