Founders Financial Alliance’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Founders Financial Alliance’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	-229	Closed	-$10K	–	488
2021 Q4	$10K	Hold	229	–	–	﹤0.01%	435
2021 Q3	$8K	Hold	229	–	–	﹤0.01%	415
2021 Q2	$9K	Hold	229	–	–	﹤0.01%	434
2021 Q1	$8K	Buy	+229	New	+$8.04K	﹤0.01%	419

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

Founders Financial Alliance's UFOX Position: Q1 2022 in Review

Founders Financial Alliance sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2022, closing a stake of 229 shares — an estimated $10K sold.

Founders Financial Alliance first reported a position in UFOX in Q1 2021 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 204 funds tracked by Wall St. Rank hold UFOX as of Q1 2022.

Founders Financial Alliance reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2022 after selling out during the quarter.
Founders Financial Alliance sold 229 Defiance Space and Connective Tech ETF shares in Q1 2022, an estimated $10K.
Founders Financial Alliance first reported a position in Defiance Space and Connective Tech ETF in Q1 2021 and held it in 4 quarters.
Founders Financial Alliance's Defiance Space and Connective Tech ETF position peaked at $10K in Q4 2021.
204 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2022.

Based on Founders Financial Alliance's 13F filing for Q1 2022, filed 12 May 2022.