Migdal Insurance & Financial Holdings’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Migdal Insurance & Financial Holdings’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
2023 Q3	–	Sell	-2,760	Closed	-$92K	–	528
2023 Q2	$92K	Sell	2,760 -2,760	-50%	-$87.5K	﹤0.01%	282
2023 Q1	$179K	Buy	5,520 +2,760	+100%	+$88.4K	﹤0.01%	270
2022 Q4	$83K	Hold	2,760	–	–	﹤0.01%	278
2022 Q3	$79K	Hold	2,760	–	–	﹤0.01%	271
2022 Q2	$87K	Hold	2,760	–	–	﹤0.01%	320
2022 Q1	$105K	Hold	2,760	–	–	﹤0.01%	349
2021 Q4	$115K	Buy	+2,760	New	+$109K	﹤0.01%	342
2020 Q4	–	Sell	-2,700	Closed	-$77K	–	745
2020 Q3	$77K	Buy	+2,700	New	+$77.5K	﹤0.01%	506

Other funds holding UFOX

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

RJFSA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Migdal Insurance & Financial Holdings's UFOX Position: Q3 2023 in Review

Migdal Insurance & Financial Holdings sold out of Defiance Space and Connective Tech ETF (UFOX) in Q3 2023, closing a stake of 2,760 shares — an estimated $92K sold.

Migdal Insurance & Financial Holdings first reported a position in UFOX in Q3 2020 and held it in 8 quarters. The position peaked at $179K in Q1 2023. 156 funds tracked by Wall St. Rank hold UFOX as of Q3 2023.

Migdal Insurance & Financial Holdings reported no remaining Defiance Space and Connective Tech ETF position as of Q3 2023 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 2,760 Defiance Space and Connective Tech ETF shares in Q3 2023, an estimated $92K.
Migdal Insurance & Financial Holdings first reported a position in Defiance Space and Connective Tech ETF in Q3 2020 and held it in 8 quarters.
Migdal Insurance & Financial Holdings's Defiance Space and Connective Tech ETF position peaked at $179K in Q1 2023.
156 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2023, filed 25 Oct 2023.