HFRG
UFOX

Houlihan Financial Resource Group’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Houlihan Financial Resource Group’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
2020
Q3 		$8K Buy
+250
New +$7.17K ﹤0.01% 290

Other funds holding UFOX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return

Houlihan Financial Resource Group's UFOX Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q3 2020: 250 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #290 among its holdings.

109 funds tracked by Wall St. Rank hold UFOX as of Q3 2020.

  • Houlihan Financial Resource Group held 250 shares of Defiance Space and Connective Tech ETF worth $8K as of Q3 2020.
  • Defiance Space and Connective Tech ETF was a new Houlihan Financial Resource Group position in Q3 2020.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #290 holding.
  • 109 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.