Institutional & Family Asset Management’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Institutional & Family Asset Management’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
2024 Q2	–	Sell	-360	Closed	-$3.4K	–	752
2024 Q1	$3.4K	Hold	360	–	–	﹤0.01%	534
2023 Q4	$3.8K	Buy	360 +11	+3%	+$115	﹤0.01%	511
2023 Q3	$3.94K	Hold	349	–	–	﹤0.01%	494
2023 Q2	$4.57K	Hold	349	–	–	﹤0.01%	486
2023 Q1	$4.49K	Hold	349	–	–	﹤0.01%	491
2022 Q4	$4.09K	Buy	349 +14	+4%	+$181	﹤0.01%	492
2022 Q3	$4K	Buy	+335	New	+$4.91K	﹤0.01%	505

Other funds holding BATT

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

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

OMC

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Institutional & Family Asset Management's BATT Position: Q2 2024 in Review

Institutional & Family Asset Management sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q2 2024, closing a stake of 360 shares — an estimated $3.4K sold.

Institutional & Family Asset Management first reported a position in BATT in Q3 2022 and held it in 7 quarters. The position peaked at $4.57K in Q2 2023. 47 funds tracked by Wall St. Rank hold BATT as of Q2 2024.

Institutional & Family Asset Management reported no remaining Amplify Lithium & Battery Technology ETF position as of Q2 2024 after selling out during the quarter.
Institutional & Family Asset Management sold 360 Amplify Lithium & Battery Technology ETF shares in Q2 2024, an estimated $3.4K.
Institutional & Family Asset Management first reported a position in Amplify Lithium & Battery Technology ETF in Q3 2022 and held it in 7 quarters.
Institutional & Family Asset Management's Amplify Lithium & Battery Technology ETF position peaked at $4.57K in Q2 2023.
47 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.