Lenox Wealth Advisors’s JPMorgan BetaBuilders Europe ETF BBEU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$6K	Buy	+111	New	+$6.25K	﹤0.01%	538
2021 Q4	–	Sell	-251	Closed	-$14K	–	957
2021 Q3	$14K	Buy	+251	New	+$14.9K	﹤0.01%	419

Other funds holding BBEU

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

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

Naviter Wealth Little Rock, Arkansas $801M AUM 22.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MLM

Mount Lucas Management Newtown, Pennsylvania $271M AUM 25.49% 1-Year Est. Return

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

Lenox Wealth Advisors opened a new position in JPMorgan BetaBuilders Europe ETF (BBEU) in Q1 2022: 111 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: Lenox Wealth Advisors previously reported a position in BBEU as recently as Q3 2021.

Lenox Wealth Advisors first reported a position in BBEU in Q3 2021 and has held it in 2 quarters since. The position peaked at $14K in Q3 2021. 98 funds tracked by Wall St. Rank hold BBEU as of Q1 2022.

Lenox Wealth Advisors held 111 shares of JPMorgan BetaBuilders Europe ETF worth $6K as of Q1 2022.
JPMorgan BetaBuilders Europe ETF was a new Lenox Wealth Advisors position in Q1 2022.
JPMorgan BetaBuilders Europe ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #538 holding.
Lenox Wealth Advisors first reported a position in JPMorgan BetaBuilders Europe ETF in Q3 2021 and has held it in 2 quarters since.
Lenox Wealth Advisors's JPMorgan BetaBuilders Europe ETF position peaked at $14K in Q3 2021.
98 funds tracked by Wall St. Rank held JPMorgan BetaBuilders Europe ETF as of Q1 2022.

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