Financial Synergies Wealth Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-375	Closed	-$14.7K	–	498
2024 Q1	$14.7K	Hold	375	–	–	﹤0.01%	224
2023 Q4	$11.2K	Hold	375	–	–	﹤0.01%	178
2023 Q3	$11.7K	Hold	375	–	–	﹤0.01%	220
2023 Q2	$12.6K	Hold	375	–	–	﹤0.01%	210
2023 Q1	$12.3K	Hold	375	–	–	﹤0.01%	223
2022 Q4	$11.2K	Hold	375	–	–	﹤0.01%	178
2022 Q3	$10.7K	Hold	375	–	–	﹤0.01%	158
2022 Q2	$11.8K	Buy	+375	New	+$12.8K	﹤0.01%	160

Other funds holding UFOX

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

EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return

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

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

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

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

RJFSA

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

Financial Synergies Wealth Advisors's UFOX Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2024, closing a stake of 375 shares — an estimated $14.7K sold.

Financial Synergies Wealth Advisors first reported a position in UFOX in Q2 2022 and held it in 8 quarters. The position peaked at $14.7K in Q1 2024. 160 funds tracked by Wall St. Rank hold UFOX as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 375 Defiance Space and Connective Tech ETF shares in Q2 2024, an estimated $14.7K.
Financial Synergies Wealth Advisors first reported a position in Defiance Space and Connective Tech ETF in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Defiance Space and Connective Tech ETF position peaked at $14.7K in Q1 2024.
160 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.