Lenox Wealth Advisors’s JPMorgan BetaBuilders Canada ETF BBCA Stock Holding History

Lenox Wealth Advisors’s Portfolio BBCA Stock Details BBCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$12K	Buy	+179	New	+$12.1K	﹤0.01%	453
2021 Q4	–	Sell	-231	Closed	-$15K	–	956
2021 Q3	$15K	Buy	+231	New	+$14.9K	﹤0.01%	409

Other funds holding BBCA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lenox Wealth Advisors's BBCA Position: Q1 2022 in Review

Lenox Wealth Advisors opened a new position in JPMorgan BetaBuilders Canada ETF (BBCA) in Q1 2022: 179 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #453 among its holdings. This is a return to the name: Lenox Wealth Advisors previously reported a position in BBCA as recently as Q3 2021.

Lenox Wealth Advisors first reported a position in BBCA in Q3 2021 and has held it in 2 quarters since. The position peaked at $15K in Q3 2021. 113 funds tracked by Wall St. Rank hold BBCA as of Q1 2022.

Lenox Wealth Advisors held 179 shares of JPMorgan BetaBuilders Canada ETF worth $12K as of Q1 2022.
JPMorgan BetaBuilders Canada ETF was a new Lenox Wealth Advisors position in Q1 2022.
JPMorgan BetaBuilders Canada ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #453 holding.
Lenox Wealth Advisors first reported a position in JPMorgan BetaBuilders Canada ETF in Q3 2021 and has held it in 2 quarters since.
Lenox Wealth Advisors's JPMorgan BetaBuilders Canada ETF position peaked at $15K in Q3 2021.
113 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Canada ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.