LWA
EGIS

Lenox Wealth Advisors’s 2ndVote Society Defended ETF EGIS Stock Holding History

Lenox Wealth Advisors’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
Q1 		$2K Sell
49
-149
-75% -$5.04K ﹤0.01% 678
2021
Q4 		$7K Hold
198
– – ﹤0.01% 562
2021
Q3 		$7K Buy
+198
New +$6.64K ﹤0.01% 525

Other funds holding EGIS

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Lenox Wealth Advisors reduced its 2ndVote Society Defended ETF (EGIS) stake by 75% in Q1 2022, selling an estimated $5.04K and leaving 49 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Lenox Wealth Advisors first reported a position in EGIS in Q3 2021 and has held it in 3 quarters since. The position peaked at $7K in Q4 2021. 13 funds tracked by Wall St. Rank hold EGIS as of Q1 2022.

  • Lenox Wealth Advisors held 49 shares of 2ndVote Society Defended ETF worth $2K as of Q1 2022.
  • Lenox Wealth Advisors sold 149 2ndVote Society Defended ETF shares in Q1 2022, an estimated $5.04K.
  • 2ndVote Society Defended ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #678 holding.
  • Lenox Wealth Advisors first reported a position in 2ndVote Society Defended ETF in Q3 2021 and has held it in 3 quarters since.
  • Lenox Wealth Advisors's 2ndVote Society Defended ETF position peaked at $7K in Q4 2021.
  • 13 funds tracked by Wall St. Rank held 2ndVote Society Defended ETF as of Q1 2022.

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