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

Next Financial 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
2021
Q4 		$9K Hold
500
– – ﹤0.01% 2206
2021
Q3 		$9K Hold
500
– – ﹤0.01% 2051
2021
Q2 		$9K Hold
500
– – ﹤0.01% 2011
2021
Q1 		$8K Buy
+500
New +$8.55K ﹤0.01% 1939

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Next Financial Group's BATT Position: Q4 2021 in Review

Next Financial Group held its Amplify Lithium & Battery Technology ETF (BATT) position steady in Q4 2021 at 500 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

Next Financial Group first reported a position in BATT in Q1 2021 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold BATT as of Q4 2021.

  • Next Financial Group held 500 shares of Amplify Lithium & Battery Technology ETF worth $9K as of Q4 2021.
  • Next Financial Group left its Amplify Lithium & Battery Technology ETF share count unchanged in Q4 2021.
  • Amplify Lithium & Battery Technology ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2206 holding.
  • Next Financial Group first reported a position in Amplify Lithium & Battery Technology ETF in Q1 2021 and has held it in 4 quarters since.
  • 73 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.