Newbridge Financial Services Group’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Newbridge Financial Services Group’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 Q4	–	Sell	-295	Closed	-$4K	–	1447
2022 Q3	$4K	Hold	295	–	–	﹤0.01%	1070
2022 Q2	$4K	Sell	295 -415	-58%	-$6.28K	﹤0.01%	1041
2022 Q1	$12K	Sell	710 -2,110	-75%	-$35.2K	0.01%	878
2021 Q4	$51K	Hold	2,820	–	–	0.02%	451
2021 Q3	$49K	Buy	2,820 +1,452	+106%	+$25.8K	0.03%	415
2021 Q2	$25K	Buy	+1,368	New	+$22.2K	0.02%	698

Other funds holding BATT

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

OMC

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

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

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

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

Newbridge Financial Services Group's BATT Position: Q4 2022 in Review

Newbridge Financial Services Group sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q4 2022, closing a stake of 295 shares — an estimated $4K sold.

Newbridge Financial Services Group first reported a position in BATT in Q2 2021 and held it in 6 quarters. The position peaked at $51K in Q4 2021. 69 funds tracked by Wall St. Rank hold BATT as of Q4 2022.

Newbridge Financial Services Group reported no remaining Amplify Lithium & Battery Technology ETF position as of Q4 2022 after selling out during the quarter.
Newbridge Financial Services Group sold 295 Amplify Lithium & Battery Technology ETF shares in Q4 2022, an estimated $4K.
Newbridge Financial Services Group first reported a position in Amplify Lithium & Battery Technology ETF in Q2 2021 and held it in 6 quarters.
Newbridge Financial Services Group's Amplify Lithium & Battery Technology ETF position peaked at $51K in Q4 2021.
69 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q4 2022.

Based on Newbridge Financial Services Group's 13F filing for Q4 2022, filed 17 Jan 2023.