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
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

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

Integrated Wealth Concepts's BATT Position: Q2 2024 in Review

Integrated Wealth Concepts sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q2 2024, closing a stake of 30,597 shares — an estimated $289K sold.

Integrated Wealth Concepts first reported a position in BATT in Q2 2021 and held it in 12 quarters. The position peaked at $561K in Q1 2022. 47 funds tracked by Wall St. Rank hold BATT as of Q2 2024.

Integrated Wealth Concepts reported no remaining Amplify Lithium & Battery Technology ETF position as of Q2 2024 after selling out during the quarter.
Integrated Wealth Concepts sold 30,597 Amplify Lithium & Battery Technology ETF shares in Q2 2024, an estimated $289K.
Integrated Wealth Concepts first reported a position in Amplify Lithium & Battery Technology ETF in Q2 2021 and held it in 12 quarters.
Integrated Wealth Concepts's Amplify Lithium & Battery Technology ETF position peaked at $561K in Q1 2022.
47 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q2 2024.

Based on Integrated Wealth Concepts's 13F filing for Q2 2024, filed 14 Aug 2024.