FPWM
UFOX

FSB Premier Wealth Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

FSB Premier Wealth Management’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
-180
Closed -$7K – 529
2021
Q4 		$7K Buy
+180
New +$7.11K ﹤0.01% 433

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
6F
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PS
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NAMP
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JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

FSB Premier Wealth Management's UFOX Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2022, closing a stake of 180 shares — an estimated $7K sold.

FSB Premier Wealth Management first reported a position in UFOX in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 204 funds tracked by Wall St. Rank hold UFOX as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 180 Defiance Space and Connective Tech ETF shares in Q1 2022, an estimated $7K.
  • FSB Premier Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Defiance Space and Connective Tech ETF position peaked at $7K in Q4 2021.
  • 204 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.