Beacon Pointe Advisors’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Beacon Pointe Advisors’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	$503K	Buy	33,783 +20,944	+163%	+$318K	﹤0.01%	1297
2025 Q4	$177K	Buy	12,839 +968	+8%	+$13.1K	﹤0.01%	1440
2025 Q3	$154K	Buy	+11,871	New	+$128K	﹤0.01%	1340
2022 Q1	–	Sell	-10,000	Closed	-$180K	–	1196
2021 Q4	$180K	Hold	10,000	–	–	﹤0.01%	889
2021 Q3	$172K	Hold	10,000	–	–	﹤0.01%	866
2021 Q2	$180K	Hold	10,000	–	–	0.01%	800
2021 Q1	$153K	Buy	+10,000	New	+$171K	0.01%	513

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

Beacon Pointe Advisors's BATT Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Amplify Lithium & Battery Technology ETF (BATT) stake by 163% in Q1 2026, buying an estimated $318K and bringing the position to 33,783 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Beacon Pointe Advisors first reported a position in BATT in Q1 2021 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold BATT as of Q1 2026.

Beacon Pointe Advisors held 33,783 shares of Amplify Lithium & Battery Technology ETF worth $503K as of Q1 2026.
Beacon Pointe Advisors bought 20,944 Amplify Lithium & Battery Technology ETF shares in Q1 2026, an estimated $318K.
Amplify Lithium & Battery Technology ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1297 holding.
Beacon Pointe Advisors first reported a position in Amplify Lithium & Battery Technology ETF in Q1 2021 and has held it in 7 quarters since.
50 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.