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

Gladstone Institutional Advisory’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 Q1	–	Sell	-11,388	Closed	-$100K	–	719
2024 Q4	$100K	Sell	11,388 -1,244	-10%	-$11.7K	﹤0.01%	685
2024 Q3	$122K	Sell	12,632 -3,215	-20%	-$27.8K	0.01%	666
2024 Q2	$139K	Buy	15,847 +260	+2%	+$2.41K	0.01%	639
2024 Q1	$147K	Buy	+15,587	New	+$144K	0.01%	618

Other funds holding BATT

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SAM

Sherman Asset Management Ventura, California $109M AUM 21.29% 1-Year Est. Return

Gladstone Institutional Advisory's BATT Position: Q1 2025 in Review

Gladstone Institutional Advisory sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q1 2025, closing a stake of 11,388 shares — an estimated $100K sold.

Gladstone Institutional Advisory first reported a position in BATT in Q1 2024 and held it in 4 quarters. The position peaked at $147K in Q1 2024. 45 funds tracked by Wall St. Rank hold BATT as of Q1 2025.

Gladstone Institutional Advisory reported no remaining Amplify Lithium & Battery Technology ETF position as of Q1 2025 after selling out during the quarter.
Gladstone Institutional Advisory sold 11,388 Amplify Lithium & Battery Technology ETF shares in Q1 2025, an estimated $100K.
Gladstone Institutional Advisory first reported a position in Amplify Lithium & Battery Technology ETF in Q1 2024 and held it in 4 quarters.
Gladstone Institutional Advisory's Amplify Lithium & Battery Technology ETF position peaked at $147K in Q1 2024.
45 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q1 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2025, filed 15 May 2025.