EWM
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Edge Wealth Management’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Edge 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
2021
Q4 		– Sell
-5,000
Closed -$86K – 524
2021
Q3 		$86K Hold
5,000
– – 0.02% 143
2021
Q2 		$90K Hold
5,000
– – 0.02% 144
2021
Q1 		$77K Buy
+5,000
New +$85.5K 0.02% 157

Other funds holding BATT

ANB
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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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Edge Wealth Management's BATT Position: Q4 2021 in Review

Edge Wealth Management sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q4 2021, closing a stake of 5,000 shares — an estimated $86K sold.

Edge Wealth Management first reported a position in BATT in Q1 2021 and held it in 3 quarters. The position peaked at $90K in Q2 2021. 73 funds tracked by Wall St. Rank hold BATT as of Q4 2021.

  • Edge Wealth Management reported no remaining Amplify Lithium & Battery Technology ETF position as of Q4 2021 after selling out during the quarter.
  • Edge Wealth Management sold 5,000 Amplify Lithium & Battery Technology ETF shares in Q4 2021, an estimated $86K.
  • Edge Wealth Management first reported a position in Amplify Lithium & Battery Technology ETF in Q1 2021 and held it in 3 quarters.
  • Edge Wealth Management's Amplify Lithium & Battery Technology ETF position peaked at $90K in Q2 2021.
  • 73 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q4 2021.

Based on Edge Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.