CWMGP
UFOX

Capstone Wealth Management Group (Pennsylvania)’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
Q1 		– Sell
-4,869
Closed -$203K – 81
2021
Q4 		$203K Buy
+4,869
New +$192K 0.17% 79

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6F
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NAMP
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Capstone Wealth Management Group (Pennsylvania)'s UFOX Position: Q1 2022 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2022, closing a stake of 4,869 shares — an estimated $203K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in UFOX in Q4 2021 and held it in 1 quarter. The position peaked at $203K in Q4 2021. 204 funds tracked by Wall St. Rank hold UFOX as of Q1 2022.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 4,869 Defiance Space and Connective Tech ETF shares in Q1 2022, an estimated $203K.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Defiance Space and Connective Tech ETF in Q4 2021 and held it in 1 quarter.
  • Capstone Wealth Management Group (Pennsylvania)'s Defiance Space and Connective Tech ETF position peaked at $203K in Q4 2021.
  • 204 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2022.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2022, filed 12 Apr 2022.