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 Q2	$4.7K	Buy	+306	New	+$5.05K	﹤0.01%	1045
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 $369B AUM 28.27% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cape Investment Advisory's BATT Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Amplify Lithium & Battery Technology ETF (BATT) in Q2 2026: 306 shares worth $4.7K. The stake represents ﹤0.01% of the portfolio and ranks #1045 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in BATT as recently as Q4 2025.

Cape Investment Advisory first reported a position in BATT in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.98K in Q4 2025. 54 funds tracked by Wall St. Rank hold BATT as of Q2 2026.

Cape Investment Advisory held 306 shares of Amplify Lithium & Battery Technology ETF worth $4.7K as of Q2 2026.
Amplify Lithium & Battery Technology ETF was a new Cape Investment Advisory position in Q2 2026.
Amplify Lithium & Battery Technology ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1045 holding.
Cape Investment Advisory first reported a position in Amplify Lithium & Battery Technology ETF in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's Amplify Lithium & Battery Technology ETF position peaked at $6.98K in Q4 2025.
54 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.