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

Capital Investment Advisory Services’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	$1.91K	Buy	+124	New	+$2.04K	﹤0.01%	1271
2024 Q1	–	Sell	-4	Closed	-$42	–	957
2023 Q4	$42	Hold	4	–	–	﹤0.01%	977
2023 Q3	$45	Hold	4	–	–	﹤0.01%	945
2023 Q2	$52	Hold	4	–	–	﹤0.01%	874
2023 Q1	$51	Buy	+4	New	+$52	﹤0.01%	871
2022 Q4	–	Sell	-5	Closed	–	–	810
2022 Q3	$0	Hold	5	–	–	﹤0.01%	810
2022 Q2	$0	Hold	5	–	–	﹤0.01%	825
2022 Q1	$0	Hold	5	–	–	﹤0.01%	832
2021 Q4	$0	Buy	+5	New	+$94	﹤0.01%	809
2021 Q3	–	Sell	-5	Closed	–	–	760
2021 Q2	$0	Buy	+5	New	+$81	﹤0.01%	778

Other funds holding BATT

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

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

CAP

Cordoba Advisory Partners New York $472M AUM

GDP

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HAP

Harbor Asset Planning Belmont, Massachusetts $133M AUM 24.86% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Capital Investment Advisory Services's BATT Position: Q2 2026 in Review

Capital Investment Advisory Services opened a new position in Amplify Lithium & Battery Technology ETF (BATT) in Q2 2026: 124 shares worth $1.91K. The stake represents ﹤0.01% of the portfolio and ranks #1271 among its holdings. This is a return to the name: Capital Investment Advisory Services previously reported a position in BATT as recently as Q4 2023.

Capital Investment Advisory Services first reported a position in BATT in Q2 2021 and has held it in 10 quarters since. 14 funds tracked by Wall St. Rank hold BATT as of Q2 2026.

Capital Investment Advisory Services held 124 shares of Amplify Lithium & Battery Technology ETF worth $1.91K as of Q2 2026.
Amplify Lithium & Battery Technology ETF was a new Capital Investment Advisory Services position in Q2 2026.
Amplify Lithium & Battery Technology ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1271 holding.
Capital Investment Advisory Services first reported a position in Amplify Lithium & Battery Technology ETF in Q2 2021 and has held it in 10 quarters since.
14 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q2 2026.

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