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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$892	Hold	11	–	–	﹤0.01%	505
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

Other funds holding LIT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return

CWM

Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Winch Advisory Services's LIT Position: Q2 2026 in Review

Winch Advisory Services held its Global X Lithium & Battery Tech ETF (LIT) position steady in Q2 2026 at 11 shares worth $892. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Winch Advisory Services first reported a position in LIT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1K in Q3 2023. 292 funds tracked by Wall St. Rank hold LIT as of Q2 2026.

Winch Advisory Services held 11 shares of Global X Lithium & Battery Tech ETF worth $892 as of Q2 2026.
Winch Advisory Services left its Global X Lithium & Battery Tech ETF share count unchanged in Q2 2026.
Global X Lithium & Battery Tech ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #505 holding.
Winch Advisory Services first reported a position in Global X Lithium & Battery Tech ETF in Q4 2021 and has held it in 19 quarters since.
Winch Advisory Services's Global X Lithium & Battery Tech ETF position peaked at $1K in Q3 2023.
292 funds tracked by Wall St. Rank held Global X Lithium & Battery Tech ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.