Bank Julius Baer & Co
UFOX

Bank Julius Baer & Co’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Bank Julius Baer & Co’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
-3,396
Closed -$106K – 579
2023
Q3 		$106K Buy
+3,396
New +$111K ﹤0.01% 415
2021
Q1 		– Sell
-12,976
Closed -$436K – 914
2020
Q4 		$436K Buy
+12,976
New +$405K ﹤0.01% 474

Other funds holding UFOX

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Commonwealth Equity Services
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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

Bank Julius Baer & Co's UFOX Position: Q4 2023 in Review

Bank Julius Baer & Co sold out of Defiance Space and Connective Tech ETF (UFOX) in Q4 2023, closing a stake of 3,396 shares — an estimated $106K sold.

Bank Julius Baer & Co first reported a position in UFOX in Q4 2020 and held it in 2 quarters. The position peaked at $436K in Q4 2020. 165 funds tracked by Wall St. Rank hold UFOX as of Q4 2023.

  • Bank Julius Baer & Co reported no remaining Defiance Space and Connective Tech ETF position as of Q4 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 3,396 Defiance Space and Connective Tech ETF shares in Q4 2023, an estimated $106K.
  • Bank Julius Baer & Co first reported a position in Defiance Space and Connective Tech ETF in Q4 2020 and held it in 2 quarters.
  • Bank Julius Baer & Co's Defiance Space and Connective Tech ETF position peaked at $436K in Q4 2020.
  • 165 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2023.

Based on Bank Julius Baer & Co's 13F filing for Q4 2023, filed 2 Feb 2024.