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Spire Wealth Management’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Spire Wealth 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
2023
Q4 		– Sell
-100
Closed -$1.13K – 2370
2023
Q3 		$1.13K Hold
100
– – ﹤0.01% 2230
2023
Q2 		$1.31K Buy
+100
New +$1.26K ﹤0.01% 2262

Other funds holding BATT

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CI
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Spire Wealth Management's BATT Position: Q4 2023 in Review

Spire Wealth Management sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q4 2023, closing a stake of 100 shares — an estimated $1.13K sold.

Spire Wealth Management first reported a position in BATT in Q2 2023 and held it in 2 quarters. The position peaked at $1.31K in Q2 2023. 64 funds tracked by Wall St. Rank hold BATT as of Q4 2023.

  • Spire Wealth Management reported no remaining Amplify Lithium & Battery Technology ETF position as of Q4 2023 after selling out during the quarter.
  • Spire Wealth Management sold 100 Amplify Lithium & Battery Technology ETF shares in Q4 2023, an estimated $1.13K.
  • Spire Wealth Management first reported a position in Amplify Lithium & Battery Technology ETF in Q2 2023 and held it in 2 quarters.
  • Spire Wealth Management's Amplify Lithium & Battery Technology ETF position peaked at $1.31K in Q2 2023.
  • 64 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.