Bank Hapoalim BM’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Bank Hapoalim BM’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 Q3	–	Sell	-11,180	Closed	-$376K	–	154
2023 Q2	$376K	Sell	11,180 -4,680	-30%	-$148K	0.05%	136
2023 Q1	$520K	Sell	15,860 -8,890	-36%	-$285K	0.07%	133
2022 Q4	$739K	Sell	24,750 -5,390	-18%	-$163K	0.09%	118
2022 Q3	$860K	Sell	30,140 -1,010	-3%	-$33.3K	0.11%	115
2022 Q2	$982K	Sell	31,150 -710	-2%	-$24.3K	0.12%	112
2022 Q1	$1.2M	Sell	31,860 -1,595	-5%	-$60.6K	0.12%	117
2021 Q4	$1.4M	Sell	33,455 -405	-1%	-$16K	0.14%	110
2021 Q3	$1.23M	Buy	33,860 +480	+1%	+$18.2K	0.13%	115
2021 Q2	$1.27M	Sell	33,380 -1,035	-3%	-$37.8K	0.14%	113
2021 Q1	$1.21M	Buy	34,415 +2,615	+8%	+$91.8K	0.15%	107
2020 Q4	$1.07M	Buy	+31,800	New	+$993K	0.15%	99

Other funds holding UFOX

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

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

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

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

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

RJFSA

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Bank Hapoalim BM's UFOX Position: Q3 2023 in Review

Bank Hapoalim BM sold out of Defiance Space and Connective Tech ETF (UFOX) in Q3 2023, closing a stake of 11,180 shares — an estimated $376K sold.

Bank Hapoalim BM first reported a position in UFOX in Q4 2020 and held it in 11 quarters. The position peaked at $1.4M in Q4 2021. 156 funds tracked by Wall St. Rank hold UFOX as of Q3 2023.

Bank Hapoalim BM reported no remaining Defiance Space and Connective Tech ETF position as of Q3 2023 after selling out during the quarter.
Bank Hapoalim BM sold 11,180 Defiance Space and Connective Tech ETF shares in Q3 2023, an estimated $376K.
Bank Hapoalim BM first reported a position in Defiance Space and Connective Tech ETF in Q4 2020 and held it in 11 quarters.
Bank Hapoalim BM's Defiance Space and Connective Tech ETF position peaked at $1.4M in Q4 2021.
156 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2023.

Based on Bank Hapoalim BM's 13F filing for Q3 2023, filed 24 Oct 2023.