Bank of America
EGIS

Bank of America’s 2ndVote Society Defended ETF EGIS Stock Holding History

Bank of America’s Portfolio EGIS Stock Details EGIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,170
Closed -$110K – 8619
2022
Q1 		$110K Hold
3,170
– – ﹤0.01% 6814
2021
Q4 		$110K Hold
3,170
– – ﹤0.01% 6841
2021
Q3 		$104K Hold
3,170
– – ﹤0.01% 6704
2021
Q2 		$103K Buy
+3,170
New +$100K ﹤0.01% 6512

Other funds holding EGIS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFG
Steward Financial Group Colleyville, Texas $315M AUM 13.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Bank of America's EGIS Position: Q2 2022 in Review

Bank of America sold out of 2ndVote Society Defended ETF (EGIS) in Q2 2022, closing a stake of 3,170 shares — an estimated $110K sold.

Bank of America first reported a position in EGIS in Q2 2021 and held it in 4 quarters. The position peaked at $110K in Q1 2022. 14 funds tracked by Wall St. Rank hold EGIS as of Q2 2022.

  • Bank of America reported no remaining 2ndVote Society Defended ETF position as of Q2 2022 after selling out during the quarter.
  • Bank of America sold 3,170 2ndVote Society Defended ETF shares in Q2 2022, an estimated $110K.
  • Bank of America first reported a position in 2ndVote Society Defended ETF in Q2 2021 and held it in 4 quarters.
  • Bank of America's 2ndVote Society Defended ETF position peaked at $110K in Q1 2022.
  • 14 funds tracked by Wall St. Rank held 2ndVote Society Defended ETF as of Q2 2022.

Based on Bank of America's 13F filing for Q2 2022, filed 12 Aug 2022.