FWA
UFOX

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

Freedom Wealth 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
2023
Q1 		– Sell
-1,000
Closed -$29.9K – 464
2022
Q4 		$29.9K Buy
+1,000
New +$30.2K 0.04% 155

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6F
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RJFSA
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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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Freedom Wealth Alliance's UFOX Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2023, closing a stake of 1,000 shares — an estimated $29.9K sold.

Freedom Wealth Alliance first reported a position in UFOX in Q4 2022 and held it in 1 quarter. The position peaked at $29.9K in Q4 2022. 176 funds tracked by Wall St. Rank hold UFOX as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 1,000 Defiance Space and Connective Tech ETF shares in Q1 2023, an estimated $29.9K.
  • Freedom Wealth Alliance first reported a position in Defiance Space and Connective Tech ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Defiance Space and Connective Tech ETF position peaked at $29.9K in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.