Napa Wealth Management’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Napa Wealth Management’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 Q3	$394K	Buy	+30,353	New	+$327K	0.18%	108

Other funds holding BATT

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

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

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

FTUS

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Napa Wealth Management's BATT Position: Q3 2025 in Review

Napa Wealth Management opened a new position in Amplify Lithium & Battery Technology ETF (BATT) in Q3 2025: 30,353 shares worth $394K. The stake represents 0.18% of the portfolio and ranks #108 among its holdings.

38 funds tracked by Wall St. Rank hold BATT as of Q3 2025.

Napa Wealth Management held 30,353 shares of Amplify Lithium & Battery Technology ETF worth $394K as of Q3 2025.
Amplify Lithium & Battery Technology ETF was a new Napa Wealth Management position in Q3 2025.
Amplify Lithium & Battery Technology ETF made up 0.18% of Napa Wealth Management's portfolio in Q3 2025, its #108 holding.
38 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.