CWA
UFOX

Clearview Wealth Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Clearview Wealth Advisors’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
-1,246
Closed -$41.9K – 679
2023
Q2 		$41.9K Buy
1,246
+7
+0.6% +$222 0.04% 203
2023
Q1 		$40.6K Buy
1,239
+9
+0.7% +$288 0.04% 208
2022
Q4 		$36.8K Sell
1,230
-1,182
-49% -$35.7K 0.03% 185
2022
Q3 		$69K Sell
2,412
-66
-3% -$2.17K 0.05% 144
2022
Q2 		$78K Sell
2,478
-282
-10% -$9.65K 0.06% 144
2022
Q1 		$104K Buy
2,760
+12
+0.4% +$456 0.07% 133
2021
Q4 		$115K Buy
2,748
+69
+3% +$2.72K 0.07% 140
2021
Q3 		$97K Sell
2,679
-21
-0.8% -$795 0.06% 165
2021
Q2 		$103K Buy
2,700
+6
+0.2% +$219 0.06% 161
2021
Q1 		$95K Sell
2,694
-643
-19% -$22.6K 0.06% 159
2020
Q4 		$112K Buy
+3,337
New +$104K 0.08% 133

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Osaic Holdings
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Clearview Wealth Advisors's UFOX Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q3 2023, closing a stake of 1,246 shares — an estimated $41.9K sold.

Clearview Wealth Advisors first reported a position in UFOX in Q4 2020 and held it in 11 quarters. The position peaked at $115K in Q4 2021. 156 funds tracked by Wall St. Rank hold UFOX as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,246 Defiance Space and Connective Tech ETF shares in Q3 2023, an estimated $41.9K.
  • Clearview Wealth Advisors first reported a position in Defiance Space and Connective Tech ETF in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Defiance Space and Connective Tech ETF position peaked at $115K in Q4 2021.
  • 156 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.