Better Money Decisions’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Better Money Decisions’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	–	Sell	-1,500	Closed	-$47K	–	470
2022 Q2	$47K	Buy	+1,500	New	+$51.4K	0.04%	150
2021 Q4	–	Sell	-1,000	Closed	-$36K	–	604
2021 Q3	$36K	Hold	1,000	–	–	0.03%	190
2021 Q2	$38K	Buy	+1,000	New	+$36.6K	0.03%	178

Other funds holding UFOX

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

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

Better Money Decisions's UFOX Position: Q3 2022 in Review

Better Money Decisions sold out of Defiance Space and Connective Tech ETF (UFOX) in Q3 2022, closing a stake of 1,500 shares — an estimated $47K sold.

Better Money Decisions first reported a position in UFOX in Q2 2021 and held it in 3 quarters. The position peaked at $47K in Q2 2022. 179 funds tracked by Wall St. Rank hold UFOX as of Q3 2022.

Better Money Decisions reported no remaining Defiance Space and Connective Tech ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 1,500 Defiance Space and Connective Tech ETF shares in Q3 2022, an estimated $47K.
Better Money Decisions first reported a position in Defiance Space and Connective Tech ETF in Q2 2021 and held it in 3 quarters.
Better Money Decisions's Defiance Space and Connective Tech ETF position peaked at $47K in Q2 2022.
179 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.