Great Diamond Partners’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Great Diamond Partners’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 Q3	$338K	Buy	23,666 +1,200	+5%	+$18K	0.06%	205
2026 Q2	$345K	Buy	22,466 +3,915	+21%	+$64.6K	0.06%	198
2026 Q1	$276K	Buy	18,551 +604	+3%	+$9.16K	0.05%	202
2025 Q4	$248K	Buy	+17,947	New	+$242K	0.05%	207
2022 Q2	–	Sell	-11,855	Closed	-$203K	–	204
2022 Q1	$203K	Buy	+11,855	New	+$198K	0.06%	212

Other funds holding BATT

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Synergy Asset Management Vancouver, Washington $1.09B AUM 33.1% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return

Centerpoint Advisors Needham, Massachusetts $363M AUM 18.29% 1-Year Est. Return

Sherman Asset Management Ventura, California $134M AUM 17.3% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Great Diamond Partners's BATT Position: Q3 2026 in Review

Great Diamond Partners increased its Amplify Lithium & Battery Technology ETF (BATT) stake by 5.3% in Q3 2026, buying an estimated $18K and bringing the position to 23,666 shares worth $338K. The position accounts for 0.06% of the portfolio, ranked #205.

Great Diamond Partners first reported a position in BATT in Q1 2022 and has held it in 5 quarters since. The position peaked at $345K in Q2 2026. 24 funds tracked by Wall St. Rank hold BATT as of Q3 2026.

Great Diamond Partners held 23,666 shares of Amplify Lithium & Battery Technology ETF worth $338K as of Q3 2026.
Great Diamond Partners bought 1,200 Amplify Lithium & Battery Technology ETF shares in Q3 2026, an estimated $18K.
Amplify Lithium & Battery Technology ETF made up 0.06% of Great Diamond Partners's portfolio in Q3 2026, its #205 holding.
Great Diamond Partners first reported a position in Amplify Lithium & Battery Technology ETF in Q1 2022 and has held it in 5 quarters since.
Great Diamond Partners's Amplify Lithium & Battery Technology ETF position peaked at $345K in Q2 2026.
24 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.