EW
UFOX

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

Evoke Wealth’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
Q4 		– Sell
-40
Closed -$1K – 1177
2022
Q3 		$1K Hold
40
– – ﹤0.01% 1153
2022
Q2 		$1K Hold
40
– – ﹤0.01% 1147
2022
Q1 		$2K Hold
40
– – ﹤0.01% 1083
2021
Q4 		$2K Hold
40
– – ﹤0.01% 1081
2021
Q3 		$1K Hold
40
– – ﹤0.01% 1120
2021
Q2 		$2K Buy
+40
New +$1.46K ﹤0.01% 1081

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
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
PS
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Evoke Wealth's UFOX Position: Q4 2022 in Review

Evoke Wealth sold out of Defiance Space and Connective Tech ETF (UFOX) in Q4 2022, closing a stake of 40 shares — an estimated $1K sold.

Evoke Wealth first reported a position in UFOX in Q2 2021 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 181 funds tracked by Wall St. Rank hold UFOX as of Q4 2022.

  • Evoke Wealth reported no remaining Defiance Space and Connective Tech ETF position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 40 Defiance Space and Connective Tech ETF shares in Q4 2022, an estimated $1K.
  • Evoke Wealth first reported a position in Defiance Space and Connective Tech ETF in Q2 2021 and held it in 6 quarters.
  • Evoke Wealth's Defiance Space and Connective Tech ETF position peaked at $2K in Q1 2022.
  • 181 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.