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WR Wealth Planners’s Amplify Lithium & Battery Technology ETF BATT Stock Holding History

WR Wealth Planners’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
Q4 		$167 Hold
19
– – ﹤0.01% 1071
2024
Q3 		$183 Buy
+19
New +$165 ﹤0.01% 1105

Other funds holding BATT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WR Wealth Planners's BATT Position: Q4 2024 in Review

WR Wealth Planners held its Amplify Lithium & Battery Technology ETF (BATT) position steady in Q4 2024 at 19 shares worth $167. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

WR Wealth Planners first reported a position in BATT in Q3 2024 and has held it in 2 quarters since. The position peaked at $183 in Q3 2024. 50 funds tracked by Wall St. Rank hold BATT as of Q4 2024.

  • WR Wealth Planners held 19 shares of Amplify Lithium & Battery Technology ETF worth $167 as of Q4 2024.
  • WR Wealth Planners left its Amplify Lithium & Battery Technology ETF share count unchanged in Q4 2024.
  • Amplify Lithium & Battery Technology ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1071 holding.
  • WR Wealth Planners first reported a position in Amplify Lithium & Battery Technology ETF in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's Amplify Lithium & Battery Technology ETF position peaked at $183 in Q3 2024.
  • 50 funds tracked by Wall St. Rank held Amplify Lithium & Battery Technology ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.