Valley National Advisers’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

Valley National Advisers’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
2024 Q1	–	Sell	-725	Closed	-$7K	–	1218
2023 Q4	$7K	Hold	725	–	–	﹤0.01%	722
2023 Q3	$8K	Hold	725	–	–	﹤0.01%	634
2023 Q2	$10K	Hold	725	–	–	﹤0.01%	596
2023 Q1	$9K	Hold	725	–	–	﹤0.01%	602
2022 Q4	$9K	Buy	+725	New	+$9.39K	﹤0.01%	578

Other funds holding BATT

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Valley National Advisers's BATT Position: Q1 2024 in Review

Valley National Advisers sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q1 2024, closing a stake of 725 shares — an estimated $7K sold.

Valley National Advisers first reported a position in BATT in Q4 2022 and held it in 5 quarters. The position peaked at $10K in Q2 2023. 52 funds tracked by Wall St. Rank hold BATT as of Q1 2024.

Valley National Advisers reported no remaining Amplify Lithium & Battery Technology ETF position as of Q1 2024 after selling out during the quarter.
Valley National Advisers sold 725 Amplify Lithium & Battery Technology ETF shares in Q1 2024, an estimated $7K.
Valley National Advisers first reported a position in Amplify Lithium & Battery Technology ETF in Q4 2022 and held it in 5 quarters.
Valley National Advisers's Amplify Lithium & Battery Technology ETF position peaked at $10K in Q2 2023.
52 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q1 2024.

Based on Valley National Advisers's 13F filing for Q1 2024, filed 19 Apr 2024.