IAG Wealth Partners’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

IAG Wealth Partners’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
2025 Q1	–	Sell	-425	Closed	-$20.3K	–	539
2024 Q4	$20.3K	Buy	425 +1	+0.2%	+$46	﹤0.01%	283
2024 Q3	$18.4K	Buy	424 +1	+0.2%	+$42	﹤0.01%	284
2024 Q2	$17.7K	Buy	423 +1	+0.2%	+$39	﹤0.01%	278
2024 Q1	$16.5K	Buy	422 +1	+0.2%	+$38	﹤0.01%	259
2023 Q4	$15.1K	Buy	421 +1	+0.2%	+$32	﹤0.01%	266
2023 Q3	$13.1K	Hold	420	–	–	﹤0.01%	269
2023 Q2	$14.1K	Hold	420	–	–	﹤0.01%	273
2023 Q1	$13.8K	Hold	420	–	–	﹤0.01%	266
2022 Q4	$12.5K	Hold	420	–	–	﹤0.01%	262
2022 Q3	$12K	Hold	420	–	–	﹤0.01%	263
2022 Q2	$13K	Hold	420	–	–	﹤0.01%	250
2022 Q1	$16K	Hold	420	–	–	0.01%	249
2021 Q4	$18K	Hold	420	–	–	0.01%	237
2021 Q3	$16K	Hold	420	–	–	0.01%	219
2021 Q2	$16K	Hold	420	–	–	0.01%	212
2021 Q1	$15K	Hold	420	–	–	0.01%	218
2020 Q4	$15K	Sell	420 -420	-50%	-$13.1K	0.01%	197
2020 Q3	$24K	Hold	840	–	–	0.01%	152
2020 Q2	$23K	Buy	+840	New	+$21.2K	0.01%	152

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

IAG Wealth Partners's UFOX Position: Q1 2025 in Review

IAG Wealth Partners sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2025, closing a stake of 425 shares — an estimated $20.3K sold.

IAG Wealth Partners first reported a position in UFOX in Q2 2020 and held it in 19 quarters. The position peaked at $24K in Q3 2020. 139 funds tracked by Wall St. Rank hold UFOX as of Q1 2025.

IAG Wealth Partners reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2025 after selling out during the quarter.
IAG Wealth Partners sold 425 Defiance Space and Connective Tech ETF shares in Q1 2025, an estimated $20.3K.
IAG Wealth Partners first reported a position in Defiance Space and Connective Tech ETF in Q2 2020 and held it in 19 quarters.
IAG Wealth Partners's Defiance Space and Connective Tech ETF position peaked at $24K in Q3 2020.
139 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2025.

Based on IAG Wealth Partners's 13F filing for Q1 2025, filed 16 Apr 2025.