HWM
UFOX

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

HB 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
Q2 		– Sell
-6,256
Closed -$235K – 633
2022
Q1 		$235K Sell
6,256
-7,783
-55% -$296K ﹤0.01% 522
2021
Q4 		$585K Buy
+14,039
New +$554K 0.01% 293

Other funds holding UFOX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

HB Wealth Management's UFOX Position: Q2 2022 in Review

HB Wealth Management sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2022, closing a stake of 6,256 shares — an estimated $235K sold.

HB Wealth Management first reported a position in UFOX in Q4 2021 and held it in 2 quarters. The position peaked at $585K in Q4 2021. 190 funds tracked by Wall St. Rank hold UFOX as of Q2 2022.

  • HB Wealth Management reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2022 after selling out during the quarter.
  • HB Wealth Management sold 6,256 Defiance Space and Connective Tech ETF shares in Q2 2022, an estimated $235K.
  • HB Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q4 2021 and held it in 2 quarters.
  • HB Wealth Management's Defiance Space and Connective Tech ETF position peaked at $585K in Q4 2021.
  • 190 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2022.

Based on HB Wealth Management's 13F filing for Q2 2022, filed 15 Jul 2022.