LPL Financial
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LPL Financial’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

LPL Financial’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
Q3 		$1.19M Sell
82,890
-10,131
-11% -$152K ﹤0.01% 4352
2026
Q2 		$1.43M Buy
93,021
+8,001
+9% +$132K ﹤0.01% 4100
2026
Q1 		$1.27M Sell
85,020
-2,755
-3% -$41.8K ﹤0.01% 3956
2025
Q4 		$1.21M Buy
87,775
+13,481
+18% +$182K ﹤0.01% 3876
2025
Q3 		$965K Sell
74,294
-246,646
-77% -$2.66M ﹤0.01% 4032
2025
Q2 		$3M Buy
320,940
+156,887
+96% +$1.33M ﹤0.01% 2754
2025
Q1 		$1.37M Buy
164,053
+4,649
+3% +$41.1K ﹤0.01% 3285
2024
Q4 		$1.4M Buy
159,404
+60,010
+60% +$562K ﹤0.01% 3198
2024
Q3 		$959K Sell
99,394
-15,067
-13% -$130K ﹤0.01% 3446
2024
Q2 		$1.01M Sell
114,461
-5,195
-4% -$48.1K ﹤0.01% 3253
2024
Q1 		$1.13M Sell
119,656
-10,226
-8% -$94.5K ﹤0.01% 3061
2023
Q4 		$1.37M Sell
129,882
-1,940
-1% -$20.2K ﹤0.01% 2768
2023
Q3 		$1.49M Buy
131,822
+2,753
+2% +$34.8K ﹤0.01% 2563
2023
Q2 		$1.69M Sell
129,069
-2,778
-2% -$34.9K ﹤0.01% 2398
2023
Q1 		$1.7M Buy
131,847
+9,018
+7% +$116K ﹤0.01% 2287
2022
Q4 		$1.44M Buy
122,829
+1,039
+0.9% +$13.5K ﹤0.01% 2350
2022
Q3 		$1.56M Buy
121,790
+5,430
+5% +$79.6K ﹤0.01% 2171
2022
Q2 		$1.7M Buy
116,360
+6,175
+6% +$93.4K ﹤0.01% 2149
2022
Q1 		$1.89M Sell
110,185
-15,967
-13% -$266K ﹤0.01% 2103
2021
Q4 		$2.27M Buy
126,152
+31,961
+34% +$604K ﹤0.01% 1991
2021
Q3 		$1.62M Buy
94,191
+8,018
+9% +$142K ﹤0.01% 2218
2021
Q2 		$1.55M Buy
86,173
+66,346
+335% +$1.08M ﹤0.01% 2186
2021
Q1 		$304K Buy
+19,827
New +$339K ﹤0.01% 3462

Other funds holding BATT

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Synergy Asset Management
Synergy Asset Management Vancouver, Washington $1.09B AUM 33.1% 1-Year Est. Return
Great Diamond Partners
Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return
Cordoba Advisory Partners
Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return
Baron Financial Group
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.25% 1-Year Est. Return
Centerpoint Advisors
Centerpoint Advisors Needham, Massachusetts $363M AUM 18.29% 1-Year Est. Return
Sherman Asset Management
Sherman Asset Management Ventura, California $134M AUM 17.3% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LPL Financial's BATT Position: Q3 2026 in Review

LPL Financial reduced its Amplify Lithium & Battery Technology ETF (BATT) stake by 11% in Q3 2026, selling an estimated $152K and leaving 82,890 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #4352.

LPL Financial first reported a position in BATT in Q1 2021 and has held it in 23 quarters since. The position peaked at $3M in Q2 2025. 24 funds tracked by Wall St. Rank hold BATT as of Q3 2026.

  • LPL Financial held 82,890 shares of Amplify Lithium & Battery Technology ETF worth $1.19M as of Q3 2026.
  • LPL Financial sold 10,131 Amplify Lithium & Battery Technology ETF shares in Q3 2026, an estimated $152K.
  • Amplify Lithium & Battery Technology ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4352 holding.
  • LPL Financial first reported a position in Amplify Lithium & Battery Technology ETF in Q1 2021 and has held it in 23 quarters since.
  • LPL Financial's Amplify Lithium & Battery Technology ETF position peaked at $3M in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.