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Capital Analysts LLC’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Capital Analysts LLC’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
2023
Q1 		– Sell
-500
Closed -$6K – 973
2022
Q4 		$6K Buy
500
+373
+294% +$4.83K ﹤0.01% 886
2022
Q3 		$2K Hold
127
– – ﹤0.01% 982
2022
Q2 		$2K Hold
127
– – ﹤0.01% 936
2022
Q1 		$2K Hold
127
– – ﹤0.01% 870
2021
Q4 		$2K Buy
+127
New +$2.4K ﹤0.01% 950

Other funds holding BATT

ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Capital Analysts LLC's BATT Position: Q1 2023 in Review

Capital Analysts LLC sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q1 2023, closing a stake of 500 shares — an estimated $6K sold.

Capital Analysts LLC first reported a position in BATT in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q4 2022. 66 funds tracked by Wall St. Rank hold BATT as of Q1 2023.

  • Capital Analysts LLC reported no remaining Amplify Lithium & Battery Technology ETF position as of Q1 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 500 Amplify Lithium & Battery Technology ETF shares in Q1 2023, an estimated $6K.
  • Capital Analysts LLC first reported a position in Amplify Lithium & Battery Technology ETF in Q4 2021 and held it in 5 quarters.
  • Capital Analysts LLC's Amplify Lithium & Battery Technology ETF position peaked at $6K in Q4 2022.
  • 66 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q1 2023.

Based on Capital Analysts LLC's 13F filing for Q1 2023, filed 5 May 2023.