Integrated Wealth Concepts’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Integrated Wealth Concepts’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	$20K	Buy	+1,300	New	+$21.4K	﹤0.01%	4089
2024 Q2	–	Sell	-30,597	Closed	-$289K	–	1649
2024 Q1	$289K	Sell	30,597 -1,094	-3%	-$10.1K	﹤0.01%	1338
2023 Q4	$334K	Sell	31,691 -581	-2%	-$6.06K	0.01%	1210
2023 Q3	$364K	Hold	32,272	–	–	0.01%	1133
2023 Q2	$423K	Sell	32,272 -61	-0.2%	-$767	0.01%	1061
2023 Q1	$416K	Buy	32,333 +1,690	+6%	+$21.8K	0.01%	916
2022 Q4	$359K	Buy	30,643 +342	+1%	+$4.43K	0.01%	759
2022 Q3	$388K	Sell	30,301 -2,316	-7%	-$34K	0.01%	664
2022 Q2	$477K	Hold	32,617	–	–	0.01%	613
2022 Q1	$561K	Buy	32,617 +2,332	+8%	+$38.9K	0.02%	552
2021 Q4	$545K	Buy	30,285 +3,639	+14%	+$68.7K	0.02%	593
2021 Q3	$459K	Buy	26,646 +2,040	+8%	+$36.2K	0.01%	602
2021 Q2	$442K	Buy	+24,606	New	+$399K	0.02%	556

Other funds holding BATT

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Integrated Wealth Concepts's BATT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Amplify Lithium & Battery Technology ETF (BATT) in Q2 2026: 1,300 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #4089 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in BATT as recently as Q1 2024.

Integrated Wealth Concepts first reported a position in BATT in Q2 2021 and has held it in 13 quarters since. The position peaked at $561K in Q1 2022. 54 funds tracked by Wall St. Rank hold BATT as of Q2 2026.

Integrated Wealth Concepts held 1,300 shares of Amplify Lithium & Battery Technology ETF worth $20K as of Q2 2026.
Amplify Lithium & Battery Technology ETF was a new Integrated Wealth Concepts position in Q2 2026.
Amplify Lithium & Battery Technology ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4089 holding.
Integrated Wealth Concepts first reported a position in Amplify Lithium & Battery Technology ETF in Q2 2021 and has held it in 13 quarters since.
Integrated Wealth Concepts's Amplify Lithium & Battery Technology ETF position peaked at $561K in Q1 2022.
54 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.