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WAS
Winch Advisory Services’s
Global X Lithium & Battery Tech ETF
LIT
Stock Holding History
Winch 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
$847
Hold
11
–
–
﹤0.01%
465
2025
Q4
$737
Hold
11
–
–
﹤0.01%
466
2025
Q3
$646
Hold
11
–
–
﹤0.01%
470
2025
Q2
$435
Hold
11
–
–
﹤0.01%
469
2025
Q1
$439
Hold
11
–
–
﹤0.01%
465
2024
Q4
$460
Hold
11
–
–
﹤0.01%
509
2024
Q3
$492
Hold
11
–
–
﹤0.01%
424
2024
Q2
$435
Hold
11
–
–
﹤0.01%
420
2024
Q1
$508
Hold
11
–
–
﹤0.01%
412
2023
Q4
$567
Hold
11
–
–
﹤0.01%
403
2023
Q3
$1K
Hold
11
–
–
﹤0.01%
397
2023
Q2
$1K
Hold
11
–
–
﹤0.01%
397
2023
Q1
$1K
Hold
11
–
–
﹤0.01%
392
2022
Q4
$1K
Hold
11
–
–
﹤0.01%
379
2022
Q3
$1K
Hold
11
–
–
﹤0.01%
366
2022
Q2
$1K
Hold
11
–
–
﹤0.01%
391
2022
Q1
$1K
Hold
11
–
–
﹤0.01%
418
2021
Q4
$1K
Buy
+11
New
+$975
﹤0.01%
436
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$377B AUM
19.32%
1-Year Est. Return
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$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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