CBC
UFOX

Coombe, Bender & Co’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Coombe, Bender & 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
Q2 		– Sell
-4,476
Closed -$147K – 83
2023
Q1 		$147K Buy
4,476
+688
+18% +$22K 0.12% 78
2022
Q4 		$113K Buy
+3,788
New +$114K 0.1% 77

Other funds holding UFOX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Coombe, Bender & Co's UFOX Position: Q2 2023 in Review

Coombe, Bender & Co sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2023, closing a stake of 4,476 shares — an estimated $147K sold.

Coombe, Bender & Co first reported a position in UFOX in Q4 2022 and held it in 2 quarters. The position peaked at $147K in Q1 2023. 171 funds tracked by Wall St. Rank hold UFOX as of Q2 2023.

  • Coombe, Bender & Co reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2023 after selling out during the quarter.
  • Coombe, Bender & Co sold 4,476 Defiance Space and Connective Tech ETF shares in Q2 2023, an estimated $147K.
  • Coombe, Bender & Co first reported a position in Defiance Space and Connective Tech ETF in Q4 2022 and held it in 2 quarters.
  • Coombe, Bender & Co's Defiance Space and Connective Tech ETF position peaked at $147K in Q1 2023.
  • 171 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2023.

Based on Coombe, Bender & Co's 13F filing for Q2 2023, filed 18 Aug 2023.