IFAM
UFOX

Institutional & Family Asset Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Institutional & Family Asset Management’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
2021
Q2 		– Sell
-7,000
Closed -$246K – 1017
2021
Q1 		$246K Buy
+7,000
New +$246K 0.05% 164

Other funds holding UFOX

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 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

Institutional & Family Asset Management's UFOX Position: Q2 2021 in Review

Institutional & Family Asset Management sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2021, closing a stake of 7,000 shares — an estimated $246K sold.

Institutional & Family Asset Management first reported a position in UFOX in Q1 2021 and held it in 1 quarter. The position peaked at $246K in Q1 2021. 197 funds tracked by Wall St. Rank hold UFOX as of Q2 2021.

  • Institutional & Family Asset Management reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 7,000 Defiance Space and Connective Tech ETF shares in Q2 2021, an estimated $246K.
  • Institutional & Family Asset Management first reported a position in Defiance Space and Connective Tech ETF in Q1 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's Defiance Space and Connective Tech ETF position peaked at $246K in Q1 2021.
  • 197 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2021.

Based on Institutional & Family Asset Management's 13F filing for Q2 2021, filed 10 Aug 2021.