IAN
UFOX

Integrated Advisors Network’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Integrated Advisors Network’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
Q4 		– Sell
-16,463
Closed -$598K – 662
2021
Q3 		$598K Sell
16,463
-627
-4% -$23.7K 0.04% 366
2021
Q2 		$650K Sell
17,090
-1,177
-6% -$43K 0.05% 308
2021
Q1 		$643K Buy
+18,267
New +$641K 0.06% 282

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Integrated Advisors Network's UFOX Position: Q4 2021 in Review

Integrated Advisors Network sold out of Defiance Space and Connective Tech ETF (UFOX) in Q4 2021, closing a stake of 16,463 shares — an estimated $598K sold.

Integrated Advisors Network first reported a position in UFOX in Q1 2021 and held it in 3 quarters. The position peaked at $650K in Q2 2021. 216 funds tracked by Wall St. Rank hold UFOX as of Q4 2021.

  • Integrated Advisors Network reported no remaining Defiance Space and Connective Tech ETF position as of Q4 2021 after selling out during the quarter.
  • Integrated Advisors Network sold 16,463 Defiance Space and Connective Tech ETF shares in Q4 2021, an estimated $598K.
  • Integrated Advisors Network first reported a position in Defiance Space and Connective Tech ETF in Q1 2021 and held it in 3 quarters.
  • Integrated Advisors Network's Defiance Space and Connective Tech ETF position peaked at $650K in Q2 2021.
  • 216 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2021.

Based on Integrated Advisors Network's 13F filing for Q4 2021, filed 14 Feb 2022.