Gradient Investments’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Gradient Investments’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 Q3	–	Sell	-301	Closed	-$12.6K	–	1350
2024 Q2	$12.6K	Hold	301	–	–	﹤0.01%	706
2024 Q1	$11.8K	Hold	301	–	–	﹤0.01%	622
2023 Q4	$10.8K	Sell	301 -993	-77%	-$32.1K	﹤0.01%	828
2023 Q3	$40.4K	Hold	1,294	–	–	﹤0.01%	548
2023 Q2	$43.6K	Hold	1,294	–	–	﹤0.01%	534
2023 Q1	$42.4K	Hold	1,294	–	–	﹤0.01%	523
2022 Q4	$38.7K	Hold	1,294	–	–	﹤0.01%	554
2022 Q3	$37K	Sell	1,294 -369	-22%	-$12.2K	﹤0.01%	532
2022 Q2	$52K	Hold	1,663	–	–	﹤0.01%	470
2022 Q1	$62K	Hold	1,663	–	–	﹤0.01%	441
2021 Q4	$69K	Hold	1,663	–	–	﹤0.01%	423
2021 Q3	$60K	Hold	1,663	–	–	﹤0.01%	457
2021 Q2	$63K	Hold	1,663	–	–	﹤0.01%	443
2021 Q1	$59K	Buy	1,663 +1,294	+351%	+$45.4K	﹤0.01%	440
2020 Q4	$11K	Hold	369	–	–	﹤0.01%	678
2020 Q3	$11K	Hold	369	–	–	﹤0.01%	682
2020 Q2	$10K	Buy	+369	New	+$9.33K	﹤0.01%	653

Other funds holding UFOX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

ATC

Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gradient Investments's UFOX Position: Q3 2024 in Review

Gradient Investments sold out of Defiance Space and Connective Tech ETF (UFOX) in Q3 2024, closing a stake of 301 shares — an estimated $12.6K sold.

Gradient Investments first reported a position in UFOX in Q2 2020 and held it in 17 quarters. The position peaked at $69K in Q4 2021. 150 funds tracked by Wall St. Rank hold UFOX as of Q3 2024.

Gradient Investments reported no remaining Defiance Space and Connective Tech ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 301 Defiance Space and Connective Tech ETF shares in Q3 2024, an estimated $12.6K.
Gradient Investments first reported a position in Defiance Space and Connective Tech ETF in Q2 2020 and held it in 17 quarters.
Gradient Investments's Defiance Space and Connective Tech ETF position peaked at $69K in Q4 2021.
150 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.