NWWA
UFOX

New Wave Wealth Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

New Wave Wealth Advisors’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
-4,457
Closed -$212K – 707
2024
Q4 		$212K Buy
+4,457
New +$205K 0.09% 132

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KL
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Raymond James Financial
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UBS Group
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Goldman Sachs
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Osaic Holdings
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

New Wave Wealth Advisors's UFOX Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2025, closing a stake of 4,457 shares — an estimated $212K sold.

New Wave Wealth Advisors first reported a position in UFOX in Q4 2024 and held it in 1 quarter. The position peaked at $212K in Q4 2024. 139 funds tracked by Wall St. Rank hold UFOX as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 4,457 Defiance Space and Connective Tech ETF shares in Q1 2025, an estimated $212K.
  • New Wave Wealth Advisors first reported a position in Defiance Space and Connective Tech ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Defiance Space and Connective Tech ETF position peaked at $212K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.