Sherman Asset Management’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Sherman Asset Management’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	$67.5K	Sell	4,393 -48	-1%	-$792	0.05%	88
2026 Q1	$66.1K	Buy	4,441 +60	+1%	+$910	0.06%	89
2025 Q4	$60.5K	Sell	4,381 -2,403	-35%	-$32.4K	0.05%	95
2025 Q3	$88.1K	Sell	6,784 -5,144	-43%	-$55.5K	0.08%	90
2025 Q2	$111K	Sell	11,928 -2,207	-16%	-$18.7K	0.1%	81
2025 Q1	$118K	Buy	14,135 +8,082	+134%	+$71.5K	0.11%	83
2024 Q4	$53.3K	Buy	+6,053	New	+$56.7K	0.05%	110

Other funds holding BATT

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sherman Asset Management's BATT Position: Q2 2026 in Review

Sherman Asset Management reduced its Amplify Lithium & Battery Technology ETF (BATT) stake by 1.1% in Q2 2026, selling an estimated $792 and leaving 4,393 shares worth $67.5K. The position accounts for 0.05% of the portfolio, ranked #88.

Sherman Asset Management first reported a position in BATT in Q4 2024 and has held it in 7 quarters since. The position peaked at $118K in Q1 2025. 54 funds tracked by Wall St. Rank hold BATT as of Q2 2026.

Sherman Asset Management held 4,393 shares of Amplify Lithium & Battery Technology ETF worth $67.5K as of Q2 2026.
Sherman Asset Management sold 48 Amplify Lithium & Battery Technology ETF shares in Q2 2026, an estimated $792.
Amplify Lithium & Battery Technology ETF made up 0.05% of Sherman Asset Management's portfolio in Q2 2026, its #88 holding.
Sherman Asset Management first reported a position in Amplify Lithium & Battery Technology ETF in Q4 2024 and has held it in 7 quarters since.
Sherman Asset Management's Amplify Lithium & Battery Technology ETF position peaked at $118K in Q1 2025.
54 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q2 2026.

Based on Sherman Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.