IP
UFOX

Ignite Planners’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Ignite Planners’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
2023
Q4 		– Sell
-15,274
Closed -$469K – 341
2023
Q3 		$469K Sell
15,274
-350
-2% -$11.4K 0.14% 163
2023
Q2 		$519K Hold
15,624
– – 0.2% 111
2023
Q1 		$503K Hold
15,624
– – 0.21% 121
2022
Q4 		$511K Sell
15,624
-800
-5% -$24.2K 0.21% 124
2022
Q3 		$482K Hold
16,424
– – 0.38% 76
2022
Q2 		$530K Hold
16,424
– – 0.44% 67
2022
Q1 		$576K Sell
16,424
-83
-0.5% -$3.15K 0.39% 71
2021
Q4 		$650K Buy
+16,507
New +$652K 0.42% 70

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ignite Planners's UFOX Position: Q4 2023 in Review

Ignite Planners sold out of Defiance Space and Connective Tech ETF (UFOX) in Q4 2023, closing a stake of 15,274 shares — an estimated $469K sold.

Ignite Planners first reported a position in UFOX in Q4 2021 and held it in 8 quarters. The position peaked at $650K in Q4 2021. 165 funds tracked by Wall St. Rank hold UFOX as of Q4 2023.

  • Ignite Planners reported no remaining Defiance Space and Connective Tech ETF position as of Q4 2023 after selling out during the quarter.
  • Ignite Planners sold 15,274 Defiance Space and Connective Tech ETF shares in Q4 2023, an estimated $469K.
  • Ignite Planners first reported a position in Defiance Space and Connective Tech ETF in Q4 2021 and held it in 8 quarters.
  • Ignite Planners's Defiance Space and Connective Tech ETF position peaked at $650K in Q4 2021.
  • 165 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2023.

Based on Ignite Planners's 13F filing for Q4 2023, filed 9 Jan 2024.