Commonwealth Equity Services
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Commonwealth Equity Services’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Commonwealth Equity 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 		$247K Buy
16,080
+2,291
+17% +$37.8K ﹤0.01% 3950
2026
Q1 		$205K Buy
13,789
+476
+4% +$7.22K ﹤0.01% 3987
2025
Q4 		$184K Buy
+13,313
New +$180K ﹤0.01% 4005
2025
Q3 		– Sell
-10,123
Closed -$95K – 4243
2025
Q2 		$95K Sell
10,123
-1,489
-13% -$12.6K ﹤0.01% 4073
2025
Q1 		$97K Sell
11,612
-1,995
-15% -$17.6K ﹤0.01% 3994
2024
Q4 		$120K Sell
13,607
-6,550
-32% -$61.4K ﹤0.01% 3874
2024
Q3 		$195K Sell
20,157
-5,580
-22% -$48.3K ﹤0.01% 3713
2024
Q2 		$226K Sell
25,737
-7,430
-22% -$68.8K ﹤0.01% 3547
2024
Q1 		$313K Sell
33,167
-28,313
-46% -$262K ﹤0.01% 3232
2023
Q4 		$648K Sell
61,480
-33,858
-36% -$353K ﹤0.01% 2501
2023
Q3 		$1.07M Sell
95,338
-10,233
-10% -$129K ﹤0.01% 2024
2023
Q2 		$1.38M Buy
105,571
+997
+1% +$12.5K ﹤0.01% 1875
2023
Q1 		$1.34K Buy
104,574
+3,630
+4% +$46.9K ﹤0.01% 1837
2022
Q4 		$1.18M Sell
100,944
-3,719
-4% -$48.2K ﹤0.01% 1859
2022
Q3 		$1.34M Buy
104,663
+2,938
+3% +$43.1K ﹤0.01% 1701
2022
Q2 		$1.49M Buy
101,725
+846
+0.8% +$12.8K ﹤0.01% 1605
2022
Q1 		$1.73M Buy
100,879
+7,463
+8% +$124K ﹤0.01% 1597
2021
Q4 		$1.68M Buy
93,416
+5,713
+7% +$108K ﹤0.01% 1614
2021
Q3 		$1.51M Buy
87,703
+9,604
+12% +$171K ﹤0.01% 1623
2021
Q2 		$1.4M Buy
78,099
+20,296
+35% +$329K ﹤0.01% 1665
2021
Q1 		$885K Buy
+57,803
New +$989K ﹤0.01% 1895

Other funds holding BATT

DC
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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PJC
Phillip James Consulting Plymouth, Minnesota $150M AUM
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

Commonwealth Equity Services's BATT Position: Q2 2026 in Review

Commonwealth Equity Services increased its Amplify Lithium & Battery Technology ETF (BATT) stake by 17% in Q2 2026, buying an estimated $37.8K and bringing the position to 16,080 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #3950.

Commonwealth Equity Services first reported a position in BATT in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.73M in Q1 2022. 21 funds tracked by Wall St. Rank hold BATT as of Q2 2026.

  • Commonwealth Equity Services held 16,080 shares of Amplify Lithium & Battery Technology ETF worth $247K as of Q2 2026.
  • Commonwealth Equity Services bought 2,291 Amplify Lithium & Battery Technology ETF shares in Q2 2026, an estimated $37.8K.
  • Amplify Lithium & Battery Technology ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3950 holding.
  • Commonwealth Equity Services first reported a position in Amplify Lithium & Battery Technology ETF in Q1 2021 and has held it in 21 quarters since.
  • Commonwealth Equity Services's Amplify Lithium & Battery Technology ETF position peaked at $1.73M in Q1 2022.
  • 21 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.