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

Venturi 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
2025
Q1 		– Sell
-1,598
Closed -$14.1K – 688
2024
Q4 		$14.1K Hold
1,598
– – ﹤0.01% 1345
2024
Q3 		$15.4K Hold
1,598
– – ﹤0.01% 1090
2024
Q2 		$14K Hold
1,598
– – ﹤0.01% 1025
2024
Q1 		$15.1K Sell
1,598
-121
-7% -$1.12K ﹤0.01% 813
2023
Q4 		$18.1K Hold
1,719
– – ﹤0.01% 723
2023
Q3 		$19.4K Hold
1,719
– – ﹤0.01% 633
2023
Q2 		$22.5K Hold
1,719
– – ﹤0.01% 530
2023
Q1 		$22.1K Buy
+1,719
New +$22.2K ﹤0.01% 580

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SAM
Sherman Asset Management Ventura, California $109M AUM 21.29% 1-Year Est. Return

Venturi Wealth Management's BATT Position: Q1 2025 in Review

Venturi Wealth Management sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q1 2025, closing a stake of 1,598 shares — an estimated $14.1K sold.

Venturi Wealth Management first reported a position in BATT in Q1 2023 and held it in 8 quarters. The position peaked at $22.5K in Q2 2023. 45 funds tracked by Wall St. Rank hold BATT as of Q1 2025.

  • Venturi Wealth Management reported no remaining Amplify Lithium & Battery Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,598 Amplify Lithium & Battery Technology ETF shares in Q1 2025, an estimated $14.1K.
  • Venturi Wealth Management first reported a position in Amplify Lithium & Battery Technology ETF in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Amplify Lithium & Battery Technology ETF position peaked at $22.5K in Q2 2023.
  • 45 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.