Coppell Advisory Solutions’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Coppell Advisory Solutions’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
2024 Q4	–	Sell	-217	Closed	-$9.38K	–	2095
2024 Q3	$9.38K	Buy	217 +1	+0.5%	+$42	﹤0.01%	1101
2024 Q2	$9.03K	Buy	+216	New	+$8.42K	﹤0.01%	1041
2023 Q4	$7.68K	Buy	214 +3	+1%	+$97	﹤0.01%	1000
2023 Q3	$6.3K	Sell	211 -2	-0.9%	-$65	﹤0.01%	680
2023 Q2	$7.1K	Buy	+213	New	+$6.75K	﹤0.01%	769
2023 Q1	–	Sell	-211	Closed	-$6.3K	–	1127
2022 Q4	$6.3K	Buy	+211	New	+$6.37K	﹤0.01%	683

Other funds holding UFOX

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Coppell Advisory Solutions's UFOX Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of Defiance Space and Connective Tech ETF (UFOX) in Q4 2024, closing a stake of 217 shares — an estimated $9.38K sold.

Coppell Advisory Solutions first reported a position in UFOX in Q4 2022 and held it in 6 quarters. The position peaked at $9.38K in Q3 2024. 157 funds tracked by Wall St. Rank hold UFOX as of Q4 2024.

Coppell Advisory Solutions reported no remaining Defiance Space and Connective Tech ETF position as of Q4 2024 after selling out during the quarter.
Coppell Advisory Solutions sold 217 Defiance Space and Connective Tech ETF shares in Q4 2024, an estimated $9.38K.
Coppell Advisory Solutions first reported a position in Defiance Space and Connective Tech ETF in Q4 2022 and held it in 6 quarters.
Coppell Advisory Solutions's Defiance Space and Connective Tech ETF position peaked at $9.38K in Q3 2024.
157 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.