Householder Group Estate & Retirement Specialist’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Householder Group Estate & Retirement Specialist’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	-450	Closed	-$18K	–	1342
2024 Q2	$18K	Sell	450 -640	-59%	-$25K	0.01%	704
2024 Q1	$42.6K	Hold	1,090	–	–	0.01%	503
2023 Q4	$39K	Hold	1,090	–	–	0.01%	509
2023 Q3	$34.1K	Buy	+1,090	New	+$35.5K	0.01%	526
2023 Q1	$57K	Buy	+1,733	New	+$55.5K	0.02%	419
2022 Q4	–	Sell	-2,408	Closed	-$68K	–	1202
2022 Q3	$68K	Buy	+2,408	New	+$79.3K	0.03%	337

Other funds holding UFOX

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Householder Group Estate & Retirement Specialist's UFOX Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Defiance Space and Connective Tech ETF (UFOX) in Q3 2024, closing a stake of 450 shares — an estimated $18K sold.

Householder Group Estate & Retirement Specialist first reported a position in UFOX in Q3 2022 and held it in 6 quarters. The position peaked at $68K in Q3 2022. 150 funds tracked by Wall St. Rank hold UFOX as of Q3 2024.

Householder Group Estate & Retirement Specialist reported no remaining Defiance Space and Connective Tech ETF position as of Q3 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 450 Defiance Space and Connective Tech ETF shares in Q3 2024, an estimated $18K.
Householder Group Estate & Retirement Specialist first reported a position in Defiance Space and Connective Tech ETF in Q3 2022 and held it in 6 quarters.
Householder Group Estate & Retirement Specialist's Defiance Space and Connective Tech ETF position peaked at $68K in Q3 2022.
150 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.