JNBA Financial Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

JNBA Financial 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 Q4	–	Sell	-200	Closed	-$6K	–	708
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	519
2022 Q2	$6K	Hold	200	–	–	﹤0.01%	554
2022 Q1	$8K	Hold	200	–	–	﹤0.01%	520
2021 Q4	$8K	Hold	200	–	–	﹤0.01%	553
2021 Q3	$7K	Hold	200	–	–	﹤0.01%	557
2021 Q2	$8K	Hold	200	–	–	﹤0.01%	512
2021 Q1	$7K	Hold	200	–	–	﹤0.01%	505
2020 Q4	$7K	Buy	+200	New	+$6.25K	﹤0.01%	474

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

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

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

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

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

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

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JNBA Financial Advisors's UFOX Position: Q4 2022 in Review

JNBA Financial Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q4 2022, closing a stake of 200 shares — an estimated $6K sold.

JNBA Financial Advisors first reported a position in UFOX in Q4 2020 and held it in 8 quarters. The position peaked at $8K in Q1 2022. 181 funds tracked by Wall St. Rank hold UFOX as of Q4 2022.

JNBA Financial Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q4 2022 after selling out during the quarter.
JNBA Financial Advisors sold 200 Defiance Space and Connective Tech ETF shares in Q4 2022, an estimated $6K.
JNBA Financial Advisors first reported a position in Defiance Space and Connective Tech ETF in Q4 2020 and held it in 8 quarters.
JNBA Financial Advisors's Defiance Space and Connective Tech ETF position peaked at $8K in Q1 2022.
181 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2022.

Based on JNBA Financial Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.