Carson Wealth (CWM LLC)
BATT icon

Carson Wealth (CWM LLC)’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$226K Hold
15,161
– – ﹤0.01% 2629
2025
Q4 		$209K Buy
15,161
+277
+2% +$3.74K ﹤0.01% 2538
2025
Q3 		$193K Buy
14,884
+4,753
+47% +$51.3K ﹤0.01% 2469
2025
Q2 		$95K Hold
10,131
– – ﹤0.01% 2772
2025
Q1 		$85K Sell
10,131
-1,191
-11% -$10.5K ﹤0.01% 2555
2024
Q4 		$100K Buy
11,322
+127
+1% +$1.19K ﹤0.01% 2285
2024
Q3 		$108K Hold
11,195
– – ﹤0.01% 2154
2024
Q2 		$98K Buy
11,195
+1,602
+17% +$14.8K ﹤0.01% 1986
2024
Q1 		$91K Sell
9,593
-1,274
-12% -$11.8K ﹤0.01% 1928
2023
Q4 		$115K Sell
10,867
-327
-3% -$3.41K ﹤0.01% 1671
2023
Q3 		$126K Buy
11,194
+2,250
+25% +$28.4K ﹤0.01% 1511
2023
Q2 		$117K Buy
8,944
+736
+9% +$9.26K ﹤0.01% 1493
2023
Q1 		$106K Sell
8,208
-1,502
-15% -$19.4K ﹤0.01% 1464
2022
Q4 		$114K Sell
9,710
-4,029
-29% -$52.2K ﹤0.01% 1323
2022
Q3 		$176K Buy
13,739
+8,630
+169% +$127K ﹤0.01% 1104
2022
Q2 		$75K Sell
5,109
-1,819
-26% -$27.5K ﹤0.01% 1435
2022
Q1 		$119K Buy
6,928
+428
+7% +$7.13K ﹤0.01% 1262
2021
Q4 		$117K Buy
+6,500
New +$123K ﹤0.01% 1236
2021
Q2 		$117K Hold
6,500
– – ﹤0.01% 1078
2021
Q1 		$117K Hold
6,500
– – ﹤0.01% 1078
2020
Q4 		$117K Hold
6,500
– – ﹤0.01% 1078
2020
Q3 		$117K Hold
6,500
– – ﹤0.01% 1078
2020
Q2 		$117K Hold
6,500
– – ﹤0.01% 1078
2020
Q1 		$117K Hold
6,500
– – ﹤0.01% 1078
2019
Q4 		$117K Hold
6,500
– – ﹤0.01% 1078
2019
Q3 		$117K Hold
6,500
– – ﹤0.01% 1078
2019
Q2 		$117K Hold
6,500
– – ﹤0.01% 1078
2019
Q1 		$117K Buy
+6,500
New +$82.1K ﹤0.01% 1078

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DC
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BATT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Amplify Lithium & Battery Technology ETF (BATT) position steady in Q1 2026 at 15,161 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2629.

Carson Wealth (CWM LLC) first reported a position in BATT in Q1 2019 and has held it in 28 quarters since. 50 funds tracked by Wall St. Rank hold BATT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,161 shares of Amplify Lithium & Battery Technology ETF worth $226K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Amplify Lithium & Battery Technology ETF share count unchanged in Q1 2026.
  • Amplify Lithium & Battery Technology ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2629 holding.
  • Carson Wealth (CWM LLC) first reported a position in Amplify Lithium & Battery Technology ETF in Q1 2019 and has held it in 28 quarters since.
  • 50 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.