Montag & Associates’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Montag & Associates’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
2025 Q1	–	Sell	-500	Closed	-$4.4K	–	1001
2024 Q4	$4.4K	Hold	500	–	–	﹤0.01%	847
2024 Q3	$4.83K	Hold	500	–	–	﹤0.01%	869
2024 Q2	$4.39K	Hold	500	–	–	﹤0.01%	829
2024 Q1	$4.72K	Hold	500	–	–	﹤0.01%	821
2023 Q4	$5.27K	Hold	500	–	–	﹤0.01%	823
2023 Q3	$5.64K	Hold	500	–	–	﹤0.01%	797
2023 Q2	$6.55K	Hold	500	–	–	﹤0.01%	801
2023 Q1	$6.43K	Hold	500	–	–	﹤0.01%	798
2022 Q4	$5.86K	Hold	500	–	–	﹤0.01%	799
2022 Q3	$6K	Hold	500	–	–	﹤0.01%	767
2022 Q2	$7K	Hold	500	–	–	﹤0.01%	719
2022 Q1	$9K	Hold	500	–	–	﹤0.01%	726
2021 Q4	$9K	Hold	500	–	–	﹤0.01%	731
2021 Q3	$9K	Hold	500	–	–	﹤0.01%	732
2021 Q2	$9K	Hold	500	–	–	﹤0.01%	731
2021 Q1	$8K	Buy	+500	New	+$8.55K	﹤0.01%	740

Other funds holding BATT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SAM

Sherman Asset Management Ventura, California $109M AUM 21.29% 1-Year Est. Return

Montag & Associates's BATT Position: Q1 2025 in Review

Montag & Associates sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q1 2025, closing a stake of 500 shares — an estimated $4.4K sold.

Montag & Associates first reported a position in BATT in Q1 2021 and held it in 16 quarters. The position peaked at $9K in Q1 2022. 45 funds tracked by Wall St. Rank hold BATT as of Q1 2025.

Montag & Associates reported no remaining Amplify Lithium & Battery Technology ETF position as of Q1 2025 after selling out during the quarter.
Montag & Associates sold 500 Amplify Lithium & Battery Technology ETF shares in Q1 2025, an estimated $4.4K.
Montag & Associates first reported a position in Amplify Lithium & Battery Technology ETF in Q1 2021 and held it in 16 quarters.
Montag & Associates's Amplify Lithium & Battery Technology ETF position peaked at $9K in Q1 2022.
45 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q1 2025.

Based on Montag & Associates's 13F filing for Q1 2025, filed 5 May 2025.