PIAS
UFOX

PCA Investment Advisory Services’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

PCA Investment Advisory Services’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
-1,952
Closed -$65.7K – 438
2023
Q2 		$65.7K Buy
+1,952
New +$61.9K 0.04% 236

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6F
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Osaic Holdings
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

PCA Investment Advisory Services's UFOX Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Defiance Space and Connective Tech ETF (UFOX) in Q3 2023, closing a stake of 1,952 shares — an estimated $65.7K sold.

PCA Investment Advisory Services first reported a position in UFOX in Q2 2023 and held it in 1 quarter. The position peaked at $65.7K in Q2 2023. 156 funds tracked by Wall St. Rank hold UFOX as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Defiance Space and Connective Tech ETF position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 1,952 Defiance Space and Connective Tech ETF shares in Q3 2023, an estimated $65.7K.
  • PCA Investment Advisory Services first reported a position in Defiance Space and Connective Tech ETF in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Defiance Space and Connective Tech ETF position peaked at $65.7K in Q2 2023.
  • 156 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.