BFG
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Baron Financial Group’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Baron Financial Group’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
Q2 		$214K Buy
13,925
+1,045
+8% +$17.2K 0.1% 53
2026
Q1 		$192K Buy
12,880
+1,265
+11% +$19.2K 0.1% 53
2025
Q4 		$160K Buy
+11,615
New +$157K 0.09% 57

Other funds holding BATT

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Baron Financial Group's BATT Position: Q2 2026 in Review

Baron Financial Group increased its Amplify Lithium & Battery Technology ETF (BATT) stake by 8.1% in Q2 2026, buying an estimated $17.2K and bringing the position to 13,925 shares worth $214K. The position accounts for 0.1% of the portfolio, ranked #53.

Baron Financial Group first reported a position in BATT in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold BATT as of Q2 2026.

  • Baron Financial Group held 13,925 shares of Amplify Lithium & Battery Technology ETF worth $214K as of Q2 2026.
  • Baron Financial Group bought 1,045 Amplify Lithium & Battery Technology ETF shares in Q2 2026, an estimated $17.2K.
  • Amplify Lithium & Battery Technology ETF made up 0.1% of Baron Financial Group's portfolio in Q2 2026, its #53 holding.
  • Baron Financial Group first reported a position in Amplify Lithium & Battery Technology ETF in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.