AAS
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Avantax Advisory Services’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Avantax Advisory Services’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
2022
Q1 		– Sell
-11,766
Closed -$212K – 1284
2021
Q4 		$212K Hold
11,766
– – ﹤0.01% 1149
2021
Q3 		$201K Sell
11,766
-700
-6% -$12.4K ﹤0.01% 1111
2021
Q2 		$223K Buy
+12,466
New +$202K ﹤0.01% 1027

Other funds holding BATT

ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Avantax Advisory Services's BATT Position: Q1 2022 in Review

Avantax Advisory Services sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q1 2022, closing a stake of 11,766 shares — an estimated $212K sold.

Avantax Advisory Services first reported a position in BATT in Q2 2021 and held it in 3 quarters. The position peaked at $223K in Q2 2021. 75 funds tracked by Wall St. Rank hold BATT as of Q1 2022.

  • Avantax Advisory Services reported no remaining Amplify Lithium & Battery Technology ETF position as of Q1 2022 after selling out during the quarter.
  • Avantax Advisory Services sold 11,766 Amplify Lithium & Battery Technology ETF shares in Q1 2022, an estimated $212K.
  • Avantax Advisory Services first reported a position in Amplify Lithium & Battery Technology ETF in Q2 2021 and held it in 3 quarters.
  • Avantax Advisory Services's Amplify Lithium & Battery Technology ETF position peaked at $223K in Q2 2021.
  • 75 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q1 2022.

Based on Avantax Advisory Services's 13F filing for Q1 2022, filed 27 Apr 2022.