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Steward Partners Investment Advisory’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Steward Partners Investment Advisory’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 		$587K Buy
39,443
+15,678
+66% +$238K ﹤0.01% 1432
2025
Q4 		$328K Buy
23,765
+21,265
+851% +$287K ﹤0.01% 1662
2025
Q3 		$32.5K Hold
2,500
– – ﹤0.01% 2836
2025
Q2 		$23.4K Hold
2,500
– – ﹤0.01% 2852
2025
Q1 		$20.9K Hold
2,500
– – ﹤0.01% 2789
2024
Q4 		$22K Hold
2,500
– – ﹤0.01% 2747
2024
Q3 		$24.1K Hold
2,500
– – ﹤0.01% 2577
2024
Q2 		$22K Hold
2,500
– – ﹤0.01% 2492
2024
Q1 		$23.6K Hold
2,500
– – ﹤0.01% 2447
2023
Q4 		$26.4K Hold
2,500
– – ﹤0.01% 2267
2023
Q3 		$28.2K Sell
2,500
-4,328
-63% -$54.7K ﹤0.01% 2154
2023
Q2 		$89.4K Buy
6,828
+1,594
+30% +$20K ﹤0.01% 1630
2023
Q1 		$67.4K Buy
5,234
+2,705
+107% +$34.9K ﹤0.01% 1736
2022
Q4 		$29.6K Hold
2,529
– – ﹤0.01% 2058
2022
Q3 		$32K Hold
2,529
– – ﹤0.01% 1995
2022
Q2 		$37K Hold
2,529
– – ﹤0.01% 1942
2022
Q1 		$43K Sell
2,529
-1,000
-28% -$16.7K ﹤0.01% 1985
2021
Q4 		$64K Buy
3,529
+1,029
+41% +$19.4K ﹤0.01% 1782
2021
Q3 		$43K Hold
2,500
– – ﹤0.01% 1976
2021
Q2 		$45K Buy
2,500
+2,207
+753% +$35.8K ﹤0.01% 3580
2021
Q1 		$4.49K Buy
+293
New +$5.01K ﹤0.01% 3035

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Steward Partners Investment Advisory's BATT Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Amplify Lithium & Battery Technology ETF (BATT) stake by 66% in Q1 2026, buying an estimated $238K and bringing the position to 39,443 shares worth $587K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Steward Partners Investment Advisory first reported a position in BATT in Q1 2021 and has held it in 21 quarters since. 50 funds tracked by Wall St. Rank hold BATT as of Q1 2026.

  • Steward Partners Investment Advisory held 39,443 shares of Amplify Lithium & Battery Technology ETF worth $587K as of Q1 2026.
  • Steward Partners Investment Advisory bought 15,678 Amplify Lithium & Battery Technology ETF shares in Q1 2026, an estimated $238K.
  • Amplify Lithium & Battery Technology ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1432 holding.
  • Steward Partners Investment Advisory first reported a position in Amplify Lithium & Battery Technology ETF in Q1 2021 and has held it in 21 quarters since.
  • 50 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.