CWA
UFOX

Capital Wealth Alliance’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Capital Wealth Alliance’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
2020
Q1 		– Sell
-2,984
Closed -$76K – 363
2019
Q4 		$76K Buy
+2,984
New +$74.4K 0.06% 123

Other funds holding UFOX

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RJA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Capital Wealth Alliance's UFOX Position: Q1 2020 in Review

Capital Wealth Alliance sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2020, closing a stake of 2,984 shares — an estimated $76K sold.

Capital Wealth Alliance first reported a position in UFOX in Q4 2019 and held it in 1 quarter. The position peaked at $76K in Q4 2019. 66 funds tracked by Wall St. Rank hold UFOX as of Q1 2020.

  • Capital Wealth Alliance reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Wealth Alliance sold 2,984 Defiance Space and Connective Tech ETF shares in Q1 2020, an estimated $76K.
  • Capital Wealth Alliance first reported a position in Defiance Space and Connective Tech ETF in Q4 2019 and held it in 1 quarter.
  • Capital Wealth Alliance's Defiance Space and Connective Tech ETF position peaked at $76K in Q4 2019.
  • 66 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2020.

Based on Capital Wealth Alliance's 13F filing for Q1 2020, filed 28 Apr 2020.