RFA
UFOX

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

Reilly 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
2021
Q2 		– Sell
-326
Closed -$11K – 1095
2021
Q1 		$11K Buy
+326
New +$11.4K ﹤0.01% 691

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Reilly Financial Advisors's UFOX Position: Q2 2021 in Review

Reilly Financial Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2021, closing a stake of 326 shares — an estimated $11K sold.

Reilly Financial Advisors first reported a position in UFOX in Q1 2021 and held it in 1 quarter. The position peaked at $11K in Q1 2021. 197 funds tracked by Wall St. Rank hold UFOX as of Q2 2021.

  • Reilly Financial Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 326 Defiance Space and Connective Tech ETF shares in Q2 2021, an estimated $11K.
  • Reilly Financial Advisors first reported a position in Defiance Space and Connective Tech ETF in Q1 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's Defiance Space and Connective Tech ETF position peaked at $11K in Q1 2021.
  • 197 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2021.

Based on Reilly Financial Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.