Blue Trust Inc’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Blue Trust Inc’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 Q3	$11.8K	Buy	+825	New	+$12.4K	﹤0.01%	1656
2025 Q4	–	Sell	-30	Closed	-$390	–	2545
2025 Q3	$390	Buy	+30	New	+$324	﹤0.01%	2452
2024 Q1	–	Sell	-3,350	Closed	-$38K	–	2206
2023 Q4	$38K	Hold	3,350	–	–	﹤0.01%	1027
2023 Q3	$44K	Hold	3,350	–	–	﹤0.01%	886
2023 Q2	$43K	Hold	3,350	–	–	﹤0.01%	743
2023 Q1	$39K	Hold	3,350	–	–	﹤0.01%	1121
2022 Q4	$43K	Hold	3,350	–	–	﹤0.01%	980
2022 Q3	$49K	Buy	+3,350	New	+$49.1K	﹤0.01%	754

Other funds holding BATT

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

City Holding Co Charleston, West Virginia $898M AUM 21.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Blue Trust Inc's BATT Position: Q3 2026 in Review

Blue Trust Inc opened a new position in Amplify Lithium & Battery Technology ETF (BATT) in Q3 2026: 825 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #1656 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in BATT as recently as Q3 2025.

Blue Trust Inc first reported a position in BATT in Q3 2022 and has held it in 8 quarters since. The position peaked at $49K in Q3 2022. 11 funds tracked by Wall St. Rank hold BATT as of Q3 2026.

Blue Trust Inc held 825 shares of Amplify Lithium & Battery Technology ETF worth $11.8K as of Q3 2026.
Amplify Lithium & Battery Technology ETF was a new Blue Trust Inc position in Q3 2026.
Amplify Lithium & Battery Technology ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1656 holding.
Blue Trust Inc first reported a position in Amplify Lithium & Battery Technology ETF in Q3 2022 and has held it in 8 quarters since.
Blue Trust Inc's Amplify Lithium & Battery Technology ETF position peaked at $49K in Q3 2022.
11 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.