BATT — AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF

Name: BATT Ownership History — Root Financial Partners, LLC
Creator: 13Foresight
License: https://creativecommons.org/licenses/by/4.0/

Ownership history in Root Financial Partners, LLC · 1 quarter on record

This page tracks every 13F SEC filing in which Root Financial Partners, LLC reported a position in AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF (BATT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

% of Fund (quarterly) BATT price (monthly, adj. close)

📋 Quarterly Holdings History 1 quarter ▾

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	INITIATED	2,508	—	—	0.00%	$35K	$13.80

🏢 Other funds also holding BATT

As of 2025 Q4 — sorted by position size

Q3 Asset Management 3Y 7Y 0.32% Cordoba Advisory Partners LLC 0.13% Baron Financial Group, LLC 3Y 0.09% Great Diamond Partners, LLC 3Y 0.05% Twin Lakes Capital Management, LLC 3Y 0.04% Secure Asset Management, LLC 3Y 0.03% Cape Investment Advisory, Inc. 0.0% Steward Partners Investment Advisory, LLC 3Y 7Y 0.0% Beacon Pointe Advisors, LLC 3Y 7Y 0.0% Cambridge Investment Research Advisors, Inc. 3Y 7Y 0.0%

← Back to Root Financial Partners, LLC Holdings

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