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Root Financial Partners’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Root Financial Partners’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
2026
Q1 		$3.87K Sell
260
-2,248
-90% -$34.1K ﹤0.01% 2047
2025
Q4 		$34.6K Buy
+2,508
New +$33.8K ﹤0.01% 872

Other funds holding BATT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Root Financial Partners's BATT Position: Q1 2026 in Review

Root Financial Partners reduced its Amplify Lithium & Battery Technology ETF (BATT) stake by 90% in Q1 2026, selling an estimated $34.1K and leaving 260 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

Root Financial Partners first reported a position in BATT in Q4 2025 and has held it in 2 quarters since. The position peaked at $34.6K in Q4 2025. 50 funds tracked by Wall St. Rank hold BATT as of Q1 2026.

  • Root Financial Partners held 260 shares of Amplify Lithium & Battery Technology ETF worth $3.87K as of Q1 2026.
  • Root Financial Partners sold 2,248 Amplify Lithium & Battery Technology ETF shares in Q1 2026, an estimated $34.1K.
  • Amplify Lithium & Battery Technology ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2047 holding.
  • Root Financial Partners first reported a position in Amplify Lithium & Battery Technology ETF in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's Amplify Lithium & Battery Technology ETF position peaked at $34.6K in Q4 2025.
  • 50 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.