Focus Financial Network’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Focus Financial Network’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	-13,258	Closed	-$553K	–	619
2021 Q4	$553K	Buy	13,258 +2,401	+22%	+$94.8K	0.08%	207
2021 Q3	$394K	Buy	10,857 +219	+2%	+$8.29K	0.05%	297
2021 Q2	$405K	Buy	10,638 +2,042	+24%	+$74.7K	0.05%	299
2021 Q1	$303K	Buy	+8,596	New	+$302K	0.04%	336

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Focus Financial Network's UFOX Position: Q1 2022 in Review

Focus Financial Network sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2022, closing a stake of 13,258 shares — an estimated $553K sold.

Focus Financial Network first reported a position in UFOX in Q1 2021 and held it in 4 quarters. The position peaked at $553K in Q4 2021. 204 funds tracked by Wall St. Rank hold UFOX as of Q1 2022.

Focus Financial Network reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2022 after selling out during the quarter.
Focus Financial Network sold 13,258 Defiance Space and Connective Tech ETF shares in Q1 2022, an estimated $553K.
Focus Financial Network first reported a position in Defiance Space and Connective Tech ETF in Q1 2021 and held it in 4 quarters.
Focus Financial Network's Defiance Space and Connective Tech ETF position peaked at $553K in Q4 2021.
204 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2022.

Based on Focus Financial Network's 13F filing for Q1 2022, filed 24 Jul 2024.