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LM Advisors’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

LM Advisors’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
Q1 		– Sell
-4,200
Closed -$44.3K – 257
2023
Q4 		$44.3K Buy
+4,200
New +$43.8K 0.01% 345

Other funds holding BATT

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LM Advisors's BATT Position: Q1 2024 in Review

LM Advisors sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q1 2024, closing a stake of 4,200 shares — an estimated $44.3K sold.

LM Advisors first reported a position in BATT in Q4 2023 and held it in 1 quarter. The position peaked at $44.3K in Q4 2023. 52 funds tracked by Wall St. Rank hold BATT as of Q1 2024.

  • LM Advisors reported no remaining Amplify Lithium & Battery Technology ETF position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 4,200 Amplify Lithium & Battery Technology ETF shares in Q1 2024, an estimated $44.3K.
  • LM Advisors first reported a position in Amplify Lithium & Battery Technology ETF in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Amplify Lithium & Battery Technology ETF position peaked at $44.3K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.