Asset Dedication LLC’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Asset Dedication LLC’s Portfolio BATT Stock Details BATT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.27K	Hold	421	–	–	﹤0.01%	827
2025 Q4	$5.81K	Hold	421	–	–	﹤0.01%	869
2025 Q3	$5.47K	Hold	421	–	–	﹤0.01%	894
2025 Q2	$3.93K	Hold	421	–	–	﹤0.01%	963
2025 Q1	$3.52K	Hold	421	–	–	﹤0.01%	905
2024 Q4	$3.71K	Sell	421 -71	-14%	-$665	﹤0.01%	907
2024 Q3	$4.75K	Hold	492	–	–	﹤0.01%	908
2024 Q2	$4.33K	Sell	492 -604	-55%	-$5.59K	﹤0.01%	953
2024 Q1	$11K	Hold	1,096	–	–	﹤0.01%	668
2023 Q4	$11K	Hold	1,096	–	–	﹤0.01%	661
2023 Q3	$13K	Hold	1,096	–	–	﹤0.01%	634
2023 Q2	$15K	Hold	1,096	–	–	﹤0.01%	605
2023 Q1	$14K	Hold	1,096	–	–	﹤0.01%	614
2022 Q4	$13K	Hold	1,096	–	–	﹤0.01%	613
2022 Q3	$14K	Buy	1,096 +604	+123%	+$8.85K	﹤0.01%	569
2022 Q2	$7K	Hold	492	–	–	﹤0.01%	367
2022 Q1	$8K	Buy	+492	New	+$8.2K	﹤0.01%	678

Other funds holding BATT

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Asset Dedication LLC's BATT Position: Q1 2026 in Review

Asset Dedication LLC held its Amplify Lithium & Battery Technology ETF (BATT) position steady in Q1 2026 at 421 shares worth $6.27K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Asset Dedication LLC first reported a position in BATT in Q1 2022 and has held it in 17 quarters since. The position peaked at $15K in Q2 2023. 50 funds tracked by Wall St. Rank hold BATT as of Q1 2026.

Asset Dedication LLC held 421 shares of Amplify Lithium & Battery Technology ETF worth $6.27K as of Q1 2026.
Asset Dedication LLC left its Amplify Lithium & Battery Technology ETF share count unchanged in Q1 2026.
Amplify Lithium & Battery Technology ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q1 2026, its #827 holding.
Asset Dedication LLC first reported a position in Amplify Lithium & Battery Technology ETF in Q1 2022 and has held it in 17 quarters since.
Asset Dedication LLC's Amplify Lithium & Battery Technology ETF position peaked at $15K in Q2 2023.
50 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q1 2026.

Based on Asset Dedication LLC's 13F filing for Q1 2026, filed 29 May 2026.