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Stelac Advisory Services’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Stelac Advisory Services’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
2022
Q2 		– Sell
-10,114
Closed -$174K – 171
2022
Q1 		$174K Sell
10,114
-8,319
-45% -$139K 0.06% 120
2021
Q4 		$332K Sell
18,433
-18,956
-51% -$358K 0.09% 122
2021
Q3 		$644K Sell
37,389
-5,915
-14% -$105K 0.17% 89
2021
Q2 		$778K Buy
+43,304
New +$702K 0.18% 95

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AFS
Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $496M AUM 14.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Stelac Advisory Services's BATT Position: Q2 2022 in Review

Stelac Advisory Services sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q2 2022, closing a stake of 10,114 shares — an estimated $174K sold.

Stelac Advisory Services first reported a position in BATT in Q2 2021 and held it in 4 quarters. The position peaked at $778K in Q2 2021. 68 funds tracked by Wall St. Rank hold BATT as of Q2 2022.

  • Stelac Advisory Services reported no remaining Amplify Lithium & Battery Technology ETF position as of Q2 2022 after selling out during the quarter.
  • Stelac Advisory Services sold 10,114 Amplify Lithium & Battery Technology ETF shares in Q2 2022, an estimated $174K.
  • Stelac Advisory Services first reported a position in Amplify Lithium & Battery Technology ETF in Q2 2021 and held it in 4 quarters.
  • Stelac Advisory Services's Amplify Lithium & Battery Technology ETF position peaked at $778K in Q2 2021.
  • 68 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q2 2022.

Based on Stelac Advisory Services's 13F filing for Q2 2022, filed 10 Aug 2022.