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

Evolution 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
2026
Q2 		– Sell
-233
Closed -$3.47K – 936
2026
Q1 		$3.47K Hold
233
– – ﹤0.01% 675
2025
Q4 		$3.21K Buy
+233
New +$3.14K ﹤0.01% 600

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DC
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evolution Wealth Management's BATT Position: Q2 2026 in Review

Evolution Wealth Management sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q2 2026, closing a stake of 233 shares — an estimated $3.47K sold.

Evolution Wealth Management first reported a position in BATT in Q4 2025 and held it in 2 quarters. The position peaked at $3.47K in Q1 2026. 54 funds tracked by Wall St. Rank hold BATT as of Q2 2026.

  • Evolution Wealth Management reported no remaining Amplify Lithium & Battery Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Evolution Wealth Management sold 233 Amplify Lithium & Battery Technology ETF shares in Q2 2026, an estimated $3.47K.
  • Evolution Wealth Management first reported a position in Amplify Lithium & Battery Technology ETF in Q4 2025 and held it in 2 quarters.
  • Evolution Wealth Management's Amplify Lithium & Battery Technology ETF position peaked at $3.47K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.