Atlas Private Wealth Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-2,371	Closed	-$86K	–	731
2021 Q3	$86K	Buy	2,371 +2	+0.1%	+$76	0.04%	185
2021 Q2	$90K	Sell	2,369 -150	-6%	-$5.48K	0.05%	173
2021 Q1	$89K	Buy	2,519 +2,366	+1,546%	+$83.1K	0.05%	175
2020 Q4	$5K	Buy	+153	New	+$4.78K	﹤0.01%	543

Other funds holding UFOX

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Atlas Private Wealth Advisors's UFOX Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q4 2021, closing a stake of 2,371 shares — an estimated $86K sold.

Atlas Private Wealth Advisors first reported a position in UFOX in Q4 2020 and held it in 4 quarters. The position peaked at $90K in Q2 2021. 216 funds tracked by Wall St. Rank hold UFOX as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,371 Defiance Space and Connective Tech ETF shares in Q4 2021, an estimated $86K.
Atlas Private Wealth Advisors first reported a position in Defiance Space and Connective Tech ETF in Q4 2020 and held it in 4 quarters.
Atlas Private Wealth Advisors's Defiance Space and Connective Tech ETF position peaked at $90K in Q2 2021.
216 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.