Concourse Financial Group Securities’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Concourse Financial Group Securities’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 Q4	–	Sell	-600	Closed	-$6.26K	–	2280
2023 Q3	$6.77K	Hold	600	–	–	﹤0.01%	1743
2023 Q2	$7.86K	Hold	600	–	–	﹤0.01%	1725
2023 Q1	$7.72K	Hold	600	–	–	﹤0.01%	1736
2022 Q4	$7.03K	Buy	+600	New	+$7.77K	﹤0.01%	1757
2022 Q3	–	Sell	-600	Closed	-$8.79K	–	2082
2022 Q2	$9K	Hold	600	–	–	﹤0.01%	1678
2022 Q1	$10K	Buy	+600	New	+$10K	﹤0.01%	1673

Other funds holding BATT

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Concourse Financial Group Securities's BATT Position: Q4 2023 in Review

Concourse Financial Group Securities sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q4 2023, closing a stake of 600 shares — an estimated $6.26K sold.

Concourse Financial Group Securities first reported a position in BATT in Q1 2022 and held it in 6 quarters. The position peaked at $10K in Q1 2022. 64 funds tracked by Wall St. Rank hold BATT as of Q4 2023.

Concourse Financial Group Securities reported no remaining Amplify Lithium & Battery Technology ETF position as of Q4 2023 after selling out during the quarter.
Concourse Financial Group Securities sold 600 Amplify Lithium & Battery Technology ETF shares in Q4 2023, an estimated $6.26K.
Concourse Financial Group Securities first reported a position in Amplify Lithium & Battery Technology ETF in Q1 2022 and held it in 6 quarters.
Concourse Financial Group Securities's Amplify Lithium & Battery Technology ETF position peaked at $10K in Q1 2022.
64 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q4 2023.

Based on Concourse Financial Group Securities's 13F filing for Q4 2023, filed 7 Feb 2024.