Indie Asset Partners’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Indie Asset 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
2022 Q1	–	Sell	-5,235	Closed	-$218K	–	132
2021 Q4	$218K	Sell	5,235 -300	-5%	-$11.8K	0.16%	121
2021 Q3	$201K	Buy	5,535 +225	+4%	+$8.52K	0.16%	122
2021 Q2	$202K	Sell	5,310 -500	-9%	-$18.3K	0.16%	121
2021 Q1	$205K	Sell	5,810 -1,250	-18%	-$43.9K	0.23%	113
2020 Q4	$237K	Sell	7,060 -2,850	-29%	-$89K	0.28%	90
2020 Q3	$282K	Sell	9,910 -644	-6%	-$18.5K	0.35%	70
2020 Q2	$311K	Sell	10,554 -1,950	-16%	-$49.3K	0.39%	63
2020 Q1	$272K	Buy	+12,504	New	+$310K	0.34%	59

Other funds holding UFOX

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Indie Asset Partners's UFOX Position: Q1 2022 in Review

Indie Asset Partners sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2022, closing a stake of 5,235 shares — an estimated $218K sold.

Indie Asset Partners first reported a position in UFOX in Q1 2020 and held it in 8 quarters. The position peaked at $311K in Q2 2020. 204 funds tracked by Wall St. Rank hold UFOX as of Q1 2022.

Indie Asset Partners reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2022 after selling out during the quarter.
Indie Asset Partners sold 5,235 Defiance Space and Connective Tech ETF shares in Q1 2022, an estimated $218K.
Indie Asset Partners first reported a position in Defiance Space and Connective Tech ETF in Q1 2020 and held it in 8 quarters.
Indie Asset Partners's Defiance Space and Connective Tech ETF position peaked at $311K in Q2 2020.
204 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2022.

Based on Indie Asset Partners's 13F filing for Q1 2022, filed 10 May 2022.