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Synergy Asset Management’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Synergy 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
Q2 		$452K Buy
+29,390
New +$485K 0.04% 172
2022
Q1 		– Sell
-13,480
Closed -$243K – 101
2021
Q4 		$243K Sell
13,480
-6,256
-32% -$118K 0.06% 89
2021
Q3 		$339K Buy
+19,736
New +$351K 0.08% 70

Other funds holding BATT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $171M AUM 27.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Synergy Asset Management's BATT Position: Q2 2026 in Review

Synergy Asset Management opened a new position in Amplify Lithium & Battery Technology ETF (BATT) in Q2 2026: 29,390 shares worth $452K. The stake represents 0.04% of the portfolio and ranks #172 among its holdings. This is a return to the name: Synergy Asset Management previously reported a position in BATT as recently as Q4 2021.

Synergy Asset Management first reported a position in BATT in Q3 2021 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold BATT as of Q2 2026.

  • Synergy Asset Management held 29,390 shares of Amplify Lithium & Battery Technology ETF worth $452K as of Q2 2026.
  • Amplify Lithium & Battery Technology ETF was a new Synergy Asset Management position in Q2 2026.
  • Amplify Lithium & Battery Technology ETF made up 0.04% of Synergy Asset Management's portfolio in Q2 2026, its #172 holding.
  • Synergy Asset Management first reported a position in Amplify Lithium & Battery Technology ETF in Q3 2021 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.