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CX Institutional’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

CX Institutional’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
2025
Q3 		– Sell
-384
Closed -$4K – 1379
2025
Q2 		$4K Hold
384
– – ﹤0.01% 1106
2025
Q1 		$3K Buy
+384
New +$3.4K ﹤0.01% 1099
2024
Q1 		– Sell
-132,791
Closed -$1.4M – 545
2023
Q4 		$1.4M Buy
+132,791
New +$1.39M 0.07% 221

Other funds holding BATT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CX Institutional's BATT Position: Q3 2025 in Review

CX Institutional sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q3 2025, closing a stake of 384 shares — an estimated $4K sold.

CX Institutional first reported a position in BATT in Q4 2023 and held it in 3 quarters. The position peaked at $1.4M in Q4 2023. 38 funds tracked by Wall St. Rank hold BATT as of Q3 2025.

  • CX Institutional reported no remaining Amplify Lithium & Battery Technology ETF position as of Q3 2025 after selling out during the quarter.
  • CX Institutional sold 384 Amplify Lithium & Battery Technology ETF shares in Q3 2025, an estimated $4K.
  • CX Institutional first reported a position in Amplify Lithium & Battery Technology ETF in Q4 2023 and held it in 3 quarters.
  • CX Institutional's Amplify Lithium & Battery Technology ETF position peaked at $1.4M in Q4 2023.
  • 38 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q3 2025.

Based on CX Institutional's 13F filing for Q3 2025, filed 23 Oct 2025.