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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
Q2 		$17.7K Sell
1,154
-956
-45% -$15.8K 0.01% 315
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 $369B AUM 28.27% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
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

Harbor Asset Planning's BATT Position: Q2 2026 in Review

Harbor Asset Planning reduced its Amplify Lithium & Battery Technology ETF (BATT) stake by 45% in Q2 2026, selling an estimated $15.8K and leaving 1,154 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #315.

Harbor Asset Planning first reported a position in BATT in Q2 2025 and has held it in 5 quarters since. The position peaked at $31.4K in Q1 2026. 54 funds tracked by Wall St. Rank hold BATT as of Q2 2026.

  • Harbor Asset Planning held 1,154 shares of Amplify Lithium & Battery Technology ETF worth $17.7K as of Q2 2026.
  • Harbor Asset Planning sold 956 Amplify Lithium & Battery Technology ETF shares in Q2 2026, an estimated $15.8K.
  • Amplify Lithium & Battery Technology ETF made up 0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #315 holding.
  • Harbor Asset Planning first reported a position in Amplify Lithium & Battery Technology ETF in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's Amplify Lithium & Battery Technology ETF position peaked at $31.4K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.