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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
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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
CAP
Cordoba Advisory Partners New York $472M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PJC
Phillip James Consulting Plymouth, Minnesota $150M AUM
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

Great Diamond Partners's BATT Position: Q2 2026 in Review

Great Diamond Partners increased its Amplify Lithium & Battery Technology ETF (BATT) stake by 21% in Q2 2026, buying an estimated $64.6K and bringing the position to 22,466 shares worth $345K. The position accounts for 0.06% of the portfolio, ranked #198.

Great Diamond Partners first reported a position in BATT in Q1 2022 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold BATT as of Q2 2026.

  • Great Diamond Partners held 22,466 shares of Amplify Lithium & Battery Technology ETF worth $345K as of Q2 2026.
  • Great Diamond Partners bought 3,915 Amplify Lithium & Battery Technology ETF shares in Q2 2026, an estimated $64.6K.
  • Amplify Lithium & Battery Technology ETF made up 0.06% of Great Diamond Partners's portfolio in Q2 2026, its #198 holding.
  • Great Diamond Partners first reported a position in Amplify Lithium & Battery Technology ETF in Q1 2022 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.