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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
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
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

Sherman Asset Management's BATT Position: Q1 2026 in Review

Sherman Asset Management increased its Amplify Lithium & Battery Technology ETF (BATT) stake by 1.4% in Q1 2026, buying an estimated $910 and bringing the position to 4,441 shares worth $66.1K. The position accounts for 0.06% of the portfolio, ranked #89.

Sherman Asset Management first reported a position in BATT in Q4 2024 and has held it in 6 quarters since. The position peaked at $118K in Q1 2025. 50 funds tracked by Wall St. Rank hold BATT as of Q1 2026.

  • Sherman Asset Management held 4,441 shares of Amplify Lithium & Battery Technology ETF worth $66.1K as of Q1 2026.
  • Sherman Asset Management bought 60 Amplify Lithium & Battery Technology ETF shares in Q1 2026, an estimated $910.
  • Amplify Lithium & Battery Technology ETF made up 0.06% of Sherman Asset Management's portfolio in Q1 2026, its #89 holding.
  • Sherman Asset Management first reported a position in Amplify Lithium & Battery Technology ETF in Q4 2024 and has held it in 6 quarters since.
  • Sherman Asset Management's Amplify Lithium & Battery Technology ETF position peaked at $118K in Q1 2025.
  • 50 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q1 2026.

Based on Sherman Asset Management's 13F filing for Q1 2026, filed 5 May 2026.