RPWA
UFOX

Regent Peak Wealth Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Regent Peak Wealth 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
Q1 		– Sell
-1,931
Closed -$65K – 1046
2020
Q4 		$65K Buy
+1,931
New +$60.3K 0.02% 271

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Regent Peak Wealth Advisors's UFOX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2021, closing a stake of 1,931 shares — an estimated $65K sold.

Regent Peak Wealth Advisors first reported a position in UFOX in Q4 2020 and held it in 1 quarter. The position peaked at $65K in Q4 2020. 190 funds tracked by Wall St. Rank hold UFOX as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,931 Defiance Space and Connective Tech ETF shares in Q1 2021, an estimated $65K.
  • Regent Peak Wealth Advisors first reported a position in Defiance Space and Connective Tech ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Defiance Space and Connective Tech ETF position peaked at $65K in Q4 2020.
  • 190 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.