Plante Moran Financial Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Plante Moran Financial 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
2022 Q2	–	Sell	-200	Closed	-$8K	–	1068
2022 Q1	$8K	Hold	200	–	–	﹤0.01%	629
2021 Q4	$8K	Hold	200	–	–	﹤0.01%	743
2021 Q3	$7K	Hold	200	–	–	﹤0.01%	748
2021 Q2	$8K	Hold	200	–	–	﹤0.01%	717
2021 Q1	$7K	Buy	+200	New	+$7.02K	﹤0.01%	727

Other funds holding UFOX

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Plante Moran Financial Advisors's UFOX Position: Q2 2022 in Review

Plante Moran Financial Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2022, closing a stake of 200 shares — an estimated $8K sold.

Plante Moran Financial Advisors first reported a position in UFOX in Q1 2021 and held it in 5 quarters. The position peaked at $8K in Q1 2022. 190 funds tracked by Wall St. Rank hold UFOX as of Q2 2022.

Plante Moran Financial Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 200 Defiance Space and Connective Tech ETF shares in Q2 2022, an estimated $8K.
Plante Moran Financial Advisors first reported a position in Defiance Space and Connective Tech ETF in Q1 2021 and held it in 5 quarters.
Plante Moran Financial Advisors's Defiance Space and Connective Tech ETF position peaked at $8K in Q1 2022.
190 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2022, filed 2 Aug 2022.