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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
Q2 		– Sell
-260
Closed -$3.87K – 686
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

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OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Root Financial Partners's BATT Position: Q2 2026 in Review

Root Financial Partners sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q2 2026, closing a stake of 260 shares — an estimated $3.87K sold.

Root Financial Partners first reported a position in BATT in Q4 2025 and held it in 2 quarters. The position peaked at $34.6K in Q4 2025. 54 funds tracked by Wall St. Rank hold BATT as of Q2 2026.

  • Root Financial Partners reported no remaining Amplify Lithium & Battery Technology ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 260 Amplify Lithium & Battery Technology ETF shares in Q2 2026, an estimated $3.87K.
  • Root Financial Partners first reported a position in Amplify Lithium & Battery Technology ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Amplify Lithium & Battery Technology ETF position peaked at $34.6K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.