LWA
PSY

Lenox Wealth Advisors’s Defiance Next Gen Altered Experience ETF PSY Stock Holding History

Lenox Wealth Advisors’s Portfolio PSY Stock Details PSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$30K Buy
+3,800
New +$36.7K ﹤0.01% 324

Other funds holding PSY

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

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

Lenox Wealth Advisors opened a new position in Defiance Next Gen Altered Experience ETF (PSY) in Q1 2022: 3,800 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #324 among its holdings.

10 funds tracked by Wall St. Rank hold PSY as of Q1 2022.

  • Lenox Wealth Advisors held 3,800 shares of Defiance Next Gen Altered Experience ETF worth $30K as of Q1 2022.
  • Defiance Next Gen Altered Experience ETF was a new Lenox Wealth Advisors position in Q1 2022.
  • Defiance Next Gen Altered Experience ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #324 holding.
  • 10 funds tracked by Wall St. Rank held Defiance Next Gen Altered Experience ETF as of Q1 2022.

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