Destiny Wealth Partners’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Destiny Wealth Partners’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 Q1	–	Sell	-401	Closed	-$12K	–	671
2022 Q4	$12K	Hold	401	–	–	﹤0.01%	461
2022 Q3	$11K	Hold	401	–	–	﹤0.01%	415
2022 Q2	$13K	Hold	401	–	–	﹤0.01%	406
2022 Q1	$15K	Hold	401	–	–	﹤0.01%	407
2021 Q4	$17K	Hold	401	–	–	﹤0.01%	403
2021 Q3	$15K	Buy	+401	New	+$15.2K	﹤0.01%	393
2021 Q2	–	Sell	-401	Closed	-$14K	–	541
2021 Q1	$14K	Hold	401	–	–	﹤0.01%	387
2020 Q4	$13K	Buy	+401	New	+$12.5K	﹤0.01%	396

Other funds holding UFOX

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

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

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

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Destiny Wealth Partners's UFOX Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2023, closing a stake of 401 shares — an estimated $12K sold.

Destiny Wealth Partners first reported a position in UFOX in Q4 2020 and held it in 8 quarters. The position peaked at $17K in Q4 2021. 176 funds tracked by Wall St. Rank hold UFOX as of Q1 2023.

Destiny Wealth Partners reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 401 Defiance Space and Connective Tech ETF shares in Q1 2023, an estimated $12K.
Destiny Wealth Partners first reported a position in Defiance Space and Connective Tech ETF in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's Defiance Space and Connective Tech ETF position peaked at $17K in Q4 2021.
176 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.