MFT
UFOX

Moisand Fitzgerald Tamayo’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Moisand Fitzgerald Tamayo’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
-100
Closed -$3K – 854
2022
Q3 		$3K Sell
100
-100
-50% -$3.29K ﹤0.01% 460
2022
Q2 		$6K Buy
200
+100
+100% +$3.42K ﹤0.01% 315
2022
Q1 		$4K Buy
+100
New +$3.8K ﹤0.01% 303

Other funds holding UFOX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
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
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

Moisand Fitzgerald Tamayo's UFOX Position: Q4 2022 in Review

Moisand Fitzgerald Tamayo sold out of Defiance Space and Connective Tech ETF (UFOX) in Q4 2022, closing a stake of 100 shares — an estimated $3K sold.

Moisand Fitzgerald Tamayo first reported a position in UFOX in Q1 2022 and held it in 3 quarters. The position peaked at $6K in Q2 2022. 181 funds tracked by Wall St. Rank hold UFOX as of Q4 2022.

  • Moisand Fitzgerald Tamayo reported no remaining Defiance Space and Connective Tech ETF position as of Q4 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 100 Defiance Space and Connective Tech ETF shares in Q4 2022, an estimated $3K.
  • Moisand Fitzgerald Tamayo first reported a position in Defiance Space and Connective Tech ETF in Q1 2022 and held it in 3 quarters.
  • Moisand Fitzgerald Tamayo's Defiance Space and Connective Tech ETF position peaked at $6K in Q2 2022.
  • 181 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2022, filed 23 Jan 2023.