EVM
UFOX

Eaton Vance Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Eaton Vance Management’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
-700
Closed -$29K – 2764
2021
Q4 		$29K Hold
700
– – ﹤0.01% 2293
2021
Q3 		$25K Hold
700
– – ﹤0.01% 1615
2021
Q2 		$27K Hold
700
– – ﹤0.01% 2360
2021
Q1 		$25K Buy
+700
New +$24.6K ﹤0.01% 2002

Other funds holding UFOX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Eaton Vance Management's UFOX Position: Q1 2022 in Review

Eaton Vance Management sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2022, closing a stake of 700 shares — an estimated $29K sold.

Eaton Vance Management first reported a position in UFOX in Q1 2021 and held it in 4 quarters. The position peaked at $29K in Q4 2021. 204 funds tracked by Wall St. Rank hold UFOX as of Q1 2022.

  • Eaton Vance Management reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 700 Defiance Space and Connective Tech ETF shares in Q1 2022, an estimated $29K.
  • Eaton Vance Management first reported a position in Defiance Space and Connective Tech ETF in Q1 2021 and held it in 4 quarters.
  • Eaton Vance Management's Defiance Space and Connective Tech ETF position peaked at $29K in Q4 2021.
  • 204 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.