MWM
UFOX

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

MBE 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
2020
Q2 		– Sell
-94
Closed -$2K – 553
2020
Q1 		$2K Buy
+94
New +$2.33K ﹤0.01% 477

Other funds holding UFOX

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

MBE Wealth Management's UFOX Position: Q2 2020 in Review

MBE Wealth Management sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2020, closing a stake of 94 shares — an estimated $2K sold.

MBE Wealth Management first reported a position in UFOX in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 80 funds tracked by Wall St. Rank hold UFOX as of Q2 2020.

  • MBE Wealth Management reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 94 Defiance Space and Connective Tech ETF shares in Q2 2020, an estimated $2K.
  • MBE Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Defiance Space and Connective Tech ETF position peaked at $2K in Q1 2020.
  • 80 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.