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Optimum Investment Advisors’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Optimum Investment Advisors’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
Q1 		– Sell
-700
Closed -$13K – 835
2021
Q4 		$13K Hold
700
– – 0.01% 644
2021
Q3 		$12K Hold
700
– – 0.01% 658
2021
Q2 		$13K Hold
700
– – ﹤0.01% 719
2021
Q1 		$11K Buy
+700
New +$12K ﹤0.01% 749

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
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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Optimum Investment Advisors's BATT Position: Q1 2022 in Review

Optimum Investment Advisors sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q1 2022, closing a stake of 700 shares — an estimated $13K sold.

Optimum Investment Advisors first reported a position in BATT in Q1 2021 and held it in 4 quarters. The position peaked at $13K in Q4 2021. 75 funds tracked by Wall St. Rank hold BATT as of Q1 2022.

  • Optimum Investment Advisors reported no remaining Amplify Lithium & Battery Technology ETF position as of Q1 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 700 Amplify Lithium & Battery Technology ETF shares in Q1 2022, an estimated $13K.
  • Optimum Investment Advisors first reported a position in Amplify Lithium & Battery Technology ETF in Q1 2021 and held it in 4 quarters.
  • Optimum Investment Advisors's Amplify Lithium & Battery Technology ETF position peaked at $13K in Q4 2021.
  • 75 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q1 2022.

Based on Optimum Investment Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.