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

Abound 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 Q3	–	Sell	-369	Closed	-$15.4K	–	1360
2024 Q2	$15.4K	Hold	369	–	–	0.01%	298
2024 Q1	$14.4K	Hold	369	–	–	0.01%	310
2023 Q4	$13.2K	Hold	369	–	–	0.01%	328
2023 Q3	$11.5K	Hold	369	–	–	﹤0.01%	306
2023 Q2	$12.4K	Hold	369	–	–	0.01%	302
2023 Q1	$12.1K	Hold	369	–	–	0.01%	264
2022 Q4	$11K	Hold	369	–	–	0.01%	250
2022 Q3	$10.5K	Buy	+369	New	+$12.2K	0.01%	269

Other funds holding UFOX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ATC

Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Abound Wealth Management's UFOX Position: Q3 2024 in Review

Abound Wealth Management sold out of Defiance Space and Connective Tech ETF (UFOX) in Q3 2024, closing a stake of 369 shares — an estimated $15.4K sold.

Abound Wealth Management first reported a position in UFOX in Q3 2022 and held it in 8 quarters. The position peaked at $15.4K in Q2 2024. 150 funds tracked by Wall St. Rank hold UFOX as of Q3 2024.

Abound Wealth Management reported no remaining Defiance Space and Connective Tech ETF position as of Q3 2024 after selling out during the quarter.
Abound Wealth Management sold 369 Defiance Space and Connective Tech ETF shares in Q3 2024, an estimated $15.4K.
Abound Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q3 2022 and held it in 8 quarters.
Abound Wealth Management's Defiance Space and Connective Tech ETF position peaked at $15.4K in Q2 2024.
150 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2024.

Based on Abound Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.