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MBM Wealth Consultants’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

MBM Wealth Consultants’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
2022
Q2 		– Sell
-300
Closed -$5K – 277
2022
Q1 		$5K Hold
300
– – ﹤0.01% 260
2021
Q4 		$5K Hold
300
– – ﹤0.01% 247
2021
Q3 		$5K Hold
300
– – ﹤0.01% 252
2021
Q2 		$5K Buy
+300
New +$4.87K ﹤0.01% 232

Other funds holding BATT

ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

MBM Wealth Consultants's BATT Position: Q2 2022 in Review

MBM Wealth Consultants sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q2 2022, closing a stake of 300 shares — an estimated $5K sold.

MBM Wealth Consultants first reported a position in BATT in Q2 2021 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 68 funds tracked by Wall St. Rank hold BATT as of Q2 2022.

  • MBM Wealth Consultants reported no remaining Amplify Lithium & Battery Technology ETF position as of Q2 2022 after selling out during the quarter.
  • MBM Wealth Consultants sold 300 Amplify Lithium & Battery Technology ETF shares in Q2 2022, an estimated $5K.
  • MBM Wealth Consultants first reported a position in Amplify Lithium & Battery Technology ETF in Q2 2021 and held it in 4 quarters.
  • MBM Wealth Consultants's Amplify Lithium & Battery Technology ETF position peaked at $5K in Q1 2022.
  • 68 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q2 2022.

Based on MBM Wealth Consultants's 13F filing for Q2 2022, filed 15 Aug 2022.