APA
UFOX

American Portfolios Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

American Portfolios Advisors’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
2022
Q3 		$312K Buy
10,951
+2
+0% +$66 0.01% 834
2022
Q2 		$345K Buy
10,949
+2
+0% +$68 0.01% 817
2022
Q1 		$411K Buy
10,947
+4
+0% +$152 0.01% 830
2021
Q4 		$456K Sell
10,943
-3,535
-24% -$140K 0.02% 782
2021
Q3 		$526K Buy
14,478
+2
+0% +$76 0.02% 678
2021
Q2 		$551K Sell
14,476
-149
-1% -$5.45K 0.02% 667
2021
Q1 		$515K Buy
14,625
+978
+7% +$34.3K 0.02% 634
2020
Q4 		$459K Buy
13,647
+1,980
+17% +$61.8K 0.02% 587
2020
Q3 		$332K Buy
11,667
+1,697
+17% +$48.7K 0.02% 611
2020
Q2 		$272K Buy
9,970
+6,870
+222% +$174K 0.02% 633
2020
Q1 		$67.5K Sell
3,100
-400
-11% -$9.93K 0.01% 1040
2019
Q4 		$91.7K Hold
3,500
– – 0.01% 1077
2019
Q3 		$85.6K Buy
3,500
+1,700
+94% +$41.3K 0.01% 1066
2019
Q2 		$43.1K Buy
1,800
+1,250
+227% +$30.6K ﹤0.01% 1337
2019
Q1 		$13.5K Buy
+550
New +$13.5K ﹤0.01% 1719

Other funds holding UFOX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

American Portfolios Advisors's UFOX Position: Q3 2022 in Review

American Portfolios Advisors increased its Defiance Space and Connective Tech ETF (UFOX) stake by 0.02% in Q3 2022, buying an estimated $66 and bringing the position to 10,951 shares worth $312K. The position accounts for 0.01% of the portfolio, ranked #834.

American Portfolios Advisors first reported a position in UFOX in Q1 2019 and has held it in 15 quarters since. The position peaked at $551K in Q2 2021. 179 funds tracked by Wall St. Rank hold UFOX as of Q3 2022.

  • American Portfolios Advisors held 10,951 shares of Defiance Space and Connective Tech ETF worth $312K as of Q3 2022.
  • American Portfolios Advisors bought 2 Defiance Space and Connective Tech ETF shares in Q3 2022, an estimated $66.
  • Defiance Space and Connective Tech ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #834 holding.
  • American Portfolios Advisors first reported a position in Defiance Space and Connective Tech ETF in Q1 2019 and has held it in 15 quarters since.
  • American Portfolios Advisors's Defiance Space and Connective Tech ETF position peaked at $551K in Q2 2021.
  • 179 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.