OIA
UFOX

Optimum Investment Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Optimum Investment 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
2021
Q3 		– Sell
-140
Closed -$5K – 932
2021
Q2 		$5K Sell
140
-2,008
-93% -$73.4K ﹤0.01% 822
2021
Q1 		$76K Buy
2,148
+2
+0.1% +$70 0.02% 420
2020
Q4 		$72K Buy
2,146
+554
+35% +$17.3K 0.02% 418
2020
Q3 		$45K Buy
+1,592
New +$45.7K 0.02% 459

Other funds holding UFOX

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Optimum Investment Advisors's UFOX Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q3 2021, closing a stake of 140 shares — an estimated $5K sold.

Optimum Investment Advisors first reported a position in UFOX in Q3 2020 and held it in 4 quarters. The position peaked at $76K in Q1 2021. 194 funds tracked by Wall St. Rank hold UFOX as of Q3 2021.

  • Optimum Investment Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q3 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 140 Defiance Space and Connective Tech ETF shares in Q3 2021, an estimated $5K.
  • Optimum Investment Advisors first reported a position in Defiance Space and Connective Tech ETF in Q3 2020 and held it in 4 quarters.
  • Optimum Investment Advisors's Defiance Space and Connective Tech ETF position peaked at $76K in Q1 2021.
  • 194 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.