LDB
UFOX

Lee, Danner & Bass’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-200
Closed -$9.53K – 736
2024
Q4 		$9.53K Buy
+200
New +$9.2K ﹤0.01% 541

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 $79.5B AUM 27.1% 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
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lee, Danner & Bass's UFOX Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2025, closing a stake of 200 shares — an estimated $9.53K sold.

Lee, Danner & Bass first reported a position in UFOX in Q4 2024 and held it in 1 quarter. The position peaked at $9.53K in Q4 2024. 139 funds tracked by Wall St. Rank hold UFOX as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 200 Defiance Space and Connective Tech ETF shares in Q1 2025, an estimated $9.53K.
  • Lee, Danner & Bass first reported a position in Defiance Space and Connective Tech ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Defiance Space and Connective Tech ETF position peaked at $9.53K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.