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

Winch 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
2025 Q1	–	Sell	-210	Closed	-$1.84K	–	500
2024 Q4	$1.84K	Buy	210 +7	+3%	+$66	﹤0.01%	446
2024 Q3	$1.96K	Hold	203	–	–	﹤0.01%	379
2024 Q2	$1.79K	Hold	203	–	–	﹤0.01%	381
2024 Q1	$1.92K	Hold	203	–	–	﹤0.01%	370
2023 Q4	$2.14K	Buy	203 +6	+3%	+$63	﹤0.01%	358
2023 Q3	$2K	Hold	197	–	–	﹤0.01%	350
2023 Q2	$3K	Hold	197	–	–	﹤0.01%	326
2023 Q1	$3K	Hold	197	–	–	﹤0.01%	323
2022 Q4	$2K	Buy	197 +8	+4%	+$104	﹤0.01%	329
2022 Q3	$2K	Hold	189	–	–	﹤0.01%	318
2022 Q2	$3K	Hold	189	–	–	﹤0.01%	314
2022 Q1	$3K	Buy	189 +4	+2%	+$67	﹤0.01%	349
2021 Q4	$3K	Hold	185	–	–	﹤0.01%	361
2021 Q3	$3K	Hold	185	–	–	﹤0.01%	372
2021 Q2	$3K	Hold	185	–	–	﹤0.01%	370
2021 Q1	$3K	Buy	+185	New	+$3.17K	﹤0.01%	347

Other funds holding BATT

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

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Winch Advisory Services's BATT Position: Q1 2025 in Review

Winch Advisory Services sold out of Amplify Lithium & Battery Technology ETF (BATT) in Q1 2025, closing a stake of 210 shares — an estimated $1.84K sold.

Winch Advisory Services first reported a position in BATT in Q1 2021 and held it in 16 quarters. The position peaked at $3K in Q2 2023. 45 funds tracked by Wall St. Rank hold BATT as of Q1 2025.

Winch Advisory Services reported no remaining Amplify Lithium & Battery Technology ETF position as of Q1 2025 after selling out during the quarter.
Winch Advisory Services sold 210 Amplify Lithium & Battery Technology ETF shares in Q1 2025, an estimated $1.84K.
Winch Advisory Services first reported a position in Amplify Lithium & Battery Technology ETF in Q1 2021 and held it in 16 quarters.
Winch Advisory Services's Amplify Lithium & Battery Technology ETF position peaked at $3K in Q2 2023.
45 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.