FCAS
UFOX

First Command Advisory Services’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

First Command Advisory Services’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
-2,574
Closed -$101K – 664
2024
Q1 		$101K Hold
2,574
– – ﹤0.01% 203
2023
Q4 		$92.3K Hold
2,574
– – ﹤0.01% 197
2023
Q3 		$80.5K Buy
+2,574
New +$83.9K ﹤0.01% 204

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EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CI
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

First Command Advisory Services's UFOX Position: Q2 2024 in Review

First Command Advisory Services sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2024, closing a stake of 2,574 shares — an estimated $101K sold.

First Command Advisory Services first reported a position in UFOX in Q3 2023 and held it in 3 quarters. The position peaked at $101K in Q1 2024. 160 funds tracked by Wall St. Rank hold UFOX as of Q2 2024.

  • First Command Advisory Services reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2024 after selling out during the quarter.
  • First Command Advisory Services sold 2,574 Defiance Space and Connective Tech ETF shares in Q2 2024, an estimated $101K.
  • First Command Advisory Services first reported a position in Defiance Space and Connective Tech ETF in Q3 2023 and held it in 3 quarters.
  • First Command Advisory Services's Defiance Space and Connective Tech ETF position peaked at $101K in Q1 2024.
  • 160 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2024.

Based on First Command Advisory Services's 13F filing for Q2 2024, filed 26 Jul 2024.