HAP
BATT icon

Harbor Asset Planning’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Harbor Asset Planning’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
Q1 		$31.4K Buy
2,110
+876
+71% +$13.3K 0.03% 256
2025
Q4 		$17K Hold
1,234
– – 0.01% 307
2025
Q3 		$16K Hold
1,234
– – 0.01% 298
2025
Q2 		$11.5K Buy
+1,234
New +$10.5K 0.01% 307

Other funds holding BATT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Harbor Asset Planning's BATT Position: Q1 2026 in Review

Harbor Asset Planning increased its Amplify Lithium & Battery Technology ETF (BATT) stake by 71% in Q1 2026, buying an estimated $13.3K and bringing the position to 2,110 shares worth $31.4K. The position accounts for 0.03% of the portfolio, ranked #256.

Harbor Asset Planning first reported a position in BATT in Q2 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold BATT as of Q1 2026.

  • Harbor Asset Planning held 2,110 shares of Amplify Lithium & Battery Technology ETF worth $31.4K as of Q1 2026.
  • Harbor Asset Planning bought 876 Amplify Lithium & Battery Technology ETF shares in Q1 2026, an estimated $13.3K.
  • Amplify Lithium & Battery Technology ETF made up 0.03% of Harbor Asset Planning's portfolio in Q1 2026, its #256 holding.
  • Harbor Asset Planning first reported a position in Amplify Lithium & Battery Technology ETF in Q2 2025 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.