Cassady Schiller Wealth Management’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q3	–	Sell	-286	Closed	-$2.51K	–	467
2024 Q2	$2.51K	Hold	286	–	–	﹤0.01%	385
2024 Q1	$2.7K	Hold	286	–	–	﹤0.01%	412
2023 Q4	$3.02K	Hold	286	–	–	﹤0.01%	377
2023 Q3	$3.23K	Hold	286	–	–	﹤0.01%	394
2023 Q2	$3.75K	Hold	286	–	–	﹤0.01%	400
2023 Q1	$3.68K	Hold	286	–	–	﹤0.01%	376
2022 Q4	$3.35K	Buy	+286	New	+$3.7K	﹤0.01%	390
2022 Q1	–	Sell	-286	Closed	-$5K	–	157
2021 Q4	$5K	Buy	+286	New	+$5.4K	﹤0.01%	348

Other funds holding BATT

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cassady Schiller Wealth Management's BATT Position: Q3 2024 in Review

Cassady Schiller Wealth Management sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q3 2024, closing a stake of 286 shares — an estimated $2.51K sold.

Cassady Schiller Wealth Management first reported a position in BATT in Q4 2021 and held it in 8 quarters. The position peaked at $5K in Q4 2021. 46 funds tracked by Wall St. Rank hold BATT as of Q3 2024.

Cassady Schiller Wealth Management reported no remaining Amplify Lithium & Battery Technology ETF position as of Q3 2024 after selling out during the quarter.
Cassady Schiller Wealth Management sold 286 Amplify Lithium & Battery Technology ETF shares in Q3 2024, an estimated $2.51K.
Cassady Schiller Wealth Management first reported a position in Amplify Lithium & Battery Technology ETF in Q4 2021 and held it in 8 quarters.
Cassady Schiller Wealth Management's Amplify Lithium & Battery Technology ETF position peaked at $5K in Q4 2021.
46 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q3 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.