AWM
UFOX

Able Wealth Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Able Wealth Management’s Portfolio UFOX Stock Details UFOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-70
Closed -$2.52K – 598
2023
Q4 		$2.52K Buy
+70
New +$2.26K ﹤0.01% 424

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Able Wealth Management's UFOX Position: Q1 2024 in Review

Able Wealth Management sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2024, closing a stake of 70 shares — an estimated $2.52K sold.

Able Wealth Management first reported a position in UFOX in Q4 2023 and held it in 1 quarter. The position peaked at $2.52K in Q4 2023. 158 funds tracked by Wall St. Rank hold UFOX as of Q1 2024.

  • Able Wealth Management reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 70 Defiance Space and Connective Tech ETF shares in Q1 2024, an estimated $2.52K.
  • Able Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Defiance Space and Connective Tech ETF position peaked at $2.52K in Q4 2023.
  • 158 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.