Cape Investment Advisory’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Cape Investment Advisory’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	–	Sell	-506	Closed	-$6.98K	–	305
2025 Q4	$6.98K	Buy	506 +306	+153%	+$4.13K	﹤0.01%	829
2025 Q3	$2.6K	Hold	200	–	–	﹤0.01%	638
2025 Q2	$1.87K	Hold	200	–	–	﹤0.01%	952
2025 Q1	$1.67K	Hold	200	–	–	﹤0.01%	915
2024 Q4	$1.76K	Hold	200	–	–	﹤0.01%	895
2024 Q3	$1.93K	Hold	200	–	–	﹤0.01%	825
2024 Q2	$1.76K	Hold	200	–	–	﹤0.01%	799
2024 Q1	$1.89K	Hold	200	–	–	﹤0.01%	775
2023 Q4	$2.11K	Hold	200	–	–	﹤0.01%	913
2023 Q3	$2.26K	Hold	200	–	–	﹤0.01%	777
2023 Q2	$2.62K	Hold	200	–	–	﹤0.01%	748
2023 Q1	$2.57K	Buy	+200	New	+$2.58K	﹤0.01%	783

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

Cape Investment Advisory's BATT Position: Q1 2026 in Review

Cape Investment Advisory sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q1 2026, closing a stake of 506 shares — an estimated $6.98K sold.

Cape Investment Advisory first reported a position in BATT in Q1 2023 and held it in 12 quarters. The position peaked at $6.98K in Q4 2025. 50 funds tracked by Wall St. Rank hold BATT as of Q1 2026.

Cape Investment Advisory reported no remaining Amplify Lithium & Battery Technology ETF position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 506 Amplify Lithium & Battery Technology ETF shares in Q1 2026, an estimated $6.98K.
Cape Investment Advisory first reported a position in Amplify Lithium & Battery Technology ETF in Q1 2023 and held it in 12 quarters.
Cape Investment Advisory's Amplify Lithium & Battery Technology ETF position peaked at $6.98K in Q4 2025.
50 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.