JWM
UFOX

Janiczek Wealth Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Janiczek Wealth 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
2024
Q2 		$12.5K Hold
300
– – ﹤0.01% 631
2024
Q1 		$11.7K Hold
300
– – ﹤0.01% 653
2023
Q4 		$10.8K Hold
300
– – ﹤0.01% 657
2023
Q3 		$9.38K Hold
300
– – ﹤0.01% 647
2023
Q2 		$10.1K Hold
300
– – ﹤0.01% 567
2023
Q1 		$9.59K Hold
300
– – ﹤0.01% 575
2022
Q4 		$9.6K Hold
300
– – ﹤0.01% 568
2022
Q3 		$8K Hold
300
– – ﹤0.01% 593
2022
Q2 		$10K Hold
300
– – ﹤0.01% 584
2022
Q1 		$11K Hold
300
– – ﹤0.01% 563
2021
Q4 		$13K Buy
+300
New +$11.8K ﹤0.01% 560

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janiczek Wealth Management's UFOX Position: Q2 2024 in Review

Janiczek Wealth Management held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q2 2024 at 300 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Janiczek Wealth Management first reported a position in UFOX in Q4 2021 and has held it in 11 quarters since. The position peaked at $13K in Q4 2021. 160 funds tracked by Wall St. Rank hold UFOX as of Q2 2024.

  • Janiczek Wealth Management held 300 shares of Defiance Space and Connective Tech ETF worth $12.5K as of Q2 2024.
  • Janiczek Wealth Management left its Defiance Space and Connective Tech ETF share count unchanged in Q2 2024.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #631 holding.
  • Janiczek Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q4 2021 and has held it in 11 quarters since.
  • Janiczek Wealth Management's Defiance Space and Connective Tech ETF position peaked at $13K in Q4 2021.
  • 160 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.