Planned Solutions’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Planned Solutions’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
2024 Q4	–	Sell	-878	Closed	-$38.1K	–	658
2024 Q3	$38.1K	Buy	+878	New	+$36.4K	0.02%	334
2024 Q1	–	Sell	-878	Closed	-$31.5K	–	575
2023 Q4	$31.5K	Buy	+878	New	+$28.4K	0.01%	337
2023 Q1	–	Sell	-6,953	Closed	-$208K	–	82
2022 Q4	$208K	Buy	+6,953	New	+$210K	0.15%	71
2022 Q3	–	Sell	-7,011	Closed	-$221K	–	69
2022 Q2	$221K	Buy	7,011 +109	+2%	+$3.73K	0.21%	57
2022 Q1	$259K	Sell	6,902 -421	-6%	-$16K	0.18%	60
2021 Q4	$305K	Buy	+7,323	New	+$289K	0.2%	56
2021 Q2	$226K	Buy	+5,949	New	+$218K	0.16%	64
2021 Q1	–	Sell	-4,866	Closed	-$163K	–	430
2020 Q4	$163K	Buy	4,866 +15	+0.3%	+$468	0.13%	65
2020 Q3	$138K	Buy	+4,851	New	+$139K	0.13%	68

Other funds holding UFOX

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Planned Solutions's UFOX Position: Q4 2024 in Review

Planned Solutions sold out of Defiance Space and Connective Tech ETF (UFOX) in Q4 2024, closing a stake of 878 shares — an estimated $38.1K sold.

Planned Solutions first reported a position in UFOX in Q3 2020 and held it in 9 quarters. The position peaked at $305K in Q4 2021. 157 funds tracked by Wall St. Rank hold UFOX as of Q4 2024.

Planned Solutions reported no remaining Defiance Space and Connective Tech ETF position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 878 Defiance Space and Connective Tech ETF shares in Q4 2024, an estimated $38.1K.
Planned Solutions first reported a position in Defiance Space and Connective Tech ETF in Q3 2020 and held it in 9 quarters.
Planned Solutions's Defiance Space and Connective Tech ETF position peaked at $305K in Q4 2021.
157 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.