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 Q3	$62.3K	Sell	4,358 -35	-0.8%	-$524	0.05%	65
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 $375B AUM 21.05% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Synergy Asset Management Vancouver, Washington $1.09B AUM 33.1% 1-Year Est. Return

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

Cordoba Advisory Partners New York $813M AUM 3.89% 1-Year Est. Return

Sherman Asset Management's BATT Position: Q3 2026 in Review

Sherman Asset Management reduced its Amplify Lithium & Battery Technology ETF (BATT) stake by 0.8% in Q3 2026, selling an estimated $524 and leaving 4,358 shares worth $62.3K. The position accounts for 0.05% of the portfolio, ranked #65.

Sherman Asset Management first reported a position in BATT in Q4 2024 and has held it in 8 quarters since. The position peaked at $118K in Q1 2025. 46 funds tracked by Wall St. Rank hold BATT as of Q3 2026.

Sherman Asset Management held 4,358 shares of Amplify Lithium & Battery Technology ETF worth $62.3K as of Q3 2026.
Sherman Asset Management sold 35 Amplify Lithium & Battery Technology ETF shares in Q3 2026, an estimated $524.
Amplify Lithium & Battery Technology ETF made up 0.05% of Sherman Asset Management's portfolio in Q3 2026, its #65 holding.
Sherman Asset Management first reported a position in Amplify Lithium & Battery Technology ETF in Q4 2024 and has held it in 8 quarters since.
Sherman Asset Management's Amplify Lithium & Battery Technology ETF position peaked at $118K in Q1 2025.
46 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q3 2026.

Based on Sherman Asset Management's 13F filing for Q3 2026, filed 5 Nov 2026.