AWA
UFOX

Authentikos Wealth Advisory’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Authentikos Wealth Advisory’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
2023
Q4 		– Sell
-416
Closed -$13K – 628
2023
Q3 		$13K Buy
+416
New +$13.6K 0.01% 217

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Authentikos Wealth Advisory's UFOX Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Defiance Space and Connective Tech ETF (UFOX) in Q4 2023, closing a stake of 416 shares — an estimated $13K sold.

Authentikos Wealth Advisory first reported a position in UFOX in Q3 2023 and held it in 1 quarter. The position peaked at $13K in Q3 2023. 165 funds tracked by Wall St. Rank hold UFOX as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Defiance Space and Connective Tech ETF position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 416 Defiance Space and Connective Tech ETF shares in Q4 2023, an estimated $13K.
  • Authentikos Wealth Advisory first reported a position in Defiance Space and Connective Tech ETF in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Defiance Space and Connective Tech ETF position peaked at $13K in Q3 2023.
  • 165 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.