Core Wealth Advisors (Florida)’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Core Wealth Advisors (Florida)’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
2022 Q2	–	Sell	-18,908	Closed	-$325K	–	220
2022 Q1	$325K	Buy	18,908 +866	+5%	+$14.4K	0.18%	31
2021 Q4	$325K	Buy	18,042 +1,889	+12%	+$35.7K	0.19%	29
2021 Q3	$278K	Buy	16,153 +1,376	+9%	+$24.4K	0.18%	35
2021 Q2	$266K	Buy	14,777 +7,500	+103%	+$122K	0.18%	31
2021 Q1	$111K	Buy	+7,277	New	+$124K	0.1%	38

Other funds holding BATT

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

RJA

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

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Core Wealth Advisors (Florida)'s BATT Position: Q2 2022 in Review

Core Wealth Advisors (Florida) sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q2 2022, closing a stake of 18,908 shares — an estimated $325K sold.

Core Wealth Advisors (Florida) first reported a position in BATT in Q1 2021 and held it in 5 quarters. The position peaked at $325K in Q1 2022. 68 funds tracked by Wall St. Rank hold BATT as of Q2 2022.

Core Wealth Advisors (Florida) reported no remaining Amplify Lithium & Battery Technology ETF position as of Q2 2022 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 18,908 Amplify Lithium & Battery Technology ETF shares in Q2 2022, an estimated $325K.
Core Wealth Advisors (Florida) first reported a position in Amplify Lithium & Battery Technology ETF in Q1 2021 and held it in 5 quarters.
Core Wealth Advisors (Florida)'s Amplify Lithium & Battery Technology ETF position peaked at $325K in Q1 2022.
68 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q2 2022.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2022, filed 12 Aug 2022.