PP
UFOX

Professional Planning’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Professional Planning’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 		$284K Buy
7,830
+220
+3% +$8.33K 0.14% 106
2021
Q2 		$289K Buy
7,610
+1,366
+22% +$49.9K 0.13% 108
2021
Q1 		$219K Buy
+6,244
New +$219K 0.11% 116

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 $299B AUM 28.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Professional Planning's UFOX Position: Q3 2021 in Review

Professional Planning increased its Defiance Space and Connective Tech ETF (UFOX) stake by 2.9% in Q3 2021, buying an estimated $8.33K and bringing the position to 7,830 shares worth $284K. The position accounts for 0.14% of the portfolio, ranked #106.

Professional Planning first reported a position in UFOX in Q1 2021 and has held it in 3 quarters since. The position peaked at $289K in Q2 2021. 194 funds tracked by Wall St. Rank hold UFOX as of Q3 2021.

  • Professional Planning held 7,830 shares of Defiance Space and Connective Tech ETF worth $284K as of Q3 2021.
  • Professional Planning bought 220 Defiance Space and Connective Tech ETF shares in Q3 2021, an estimated $8.33K.
  • Defiance Space and Connective Tech ETF made up 0.14% of Professional Planning's portfolio in Q3 2021, its #106 holding.
  • Professional Planning first reported a position in Defiance Space and Connective Tech ETF in Q1 2021 and has held it in 3 quarters since.
  • Professional Planning's Defiance Space and Connective Tech ETF position peaked at $289K in Q2 2021.
  • 194 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.