LIA
UFOX

Lynx Investment Advisory’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Lynx Investment Advisory’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
Q3 		– Sell
-716
Closed -$29.9K – 810
2024
Q2 		$29.9K Buy
+716
New +$27.9K 0.02% 294

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
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
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lynx Investment Advisory's UFOX Position: Q3 2024 in Review

Lynx Investment Advisory sold out of Defiance Space and Connective Tech ETF (UFOX) in Q3 2024, closing a stake of 716 shares — an estimated $29.9K sold.

Lynx Investment Advisory first reported a position in UFOX in Q2 2024 and held it in 1 quarter. The position peaked at $29.9K in Q2 2024. 150 funds tracked by Wall St. Rank hold UFOX as of Q3 2024.

  • Lynx Investment Advisory reported no remaining Defiance Space and Connective Tech ETF position as of Q3 2024 after selling out during the quarter.
  • Lynx Investment Advisory sold 716 Defiance Space and Connective Tech ETF shares in Q3 2024, an estimated $29.9K.
  • Lynx Investment Advisory first reported a position in Defiance Space and Connective Tech ETF in Q2 2024 and held it in 1 quarter.
  • Lynx Investment Advisory's Defiance Space and Connective Tech ETF position peaked at $29.9K in Q2 2024.
  • 150 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.