IWA
UFOX

Intercontinental Wealth Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Intercontinental Wealth Advisors’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
-6,073
Closed -$253K – 298
2021
Q4 		$253K Buy
6,073
+137
+2% +$5.41K 0.05% 266
2021
Q3 		$216K Buy
+5,936
New +$225K 0.05% 269

Other funds holding UFOX

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $445M AUM 17.9% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Intercontinental Wealth Advisors's UFOX Position: Q1 2022 in Review

Intercontinental Wealth Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2022, closing a stake of 6,073 shares — an estimated $253K sold.

Intercontinental Wealth Advisors first reported a position in UFOX in Q3 2021 and held it in 2 quarters. The position peaked at $253K in Q4 2021. 204 funds tracked by Wall St. Rank hold UFOX as of Q1 2022.

  • Intercontinental Wealth Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 6,073 Defiance Space and Connective Tech ETF shares in Q1 2022, an estimated $253K.
  • Intercontinental Wealth Advisors first reported a position in Defiance Space and Connective Tech ETF in Q3 2021 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's Defiance Space and Connective Tech ETF position peaked at $253K in Q4 2021.
  • 204 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2022.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.