RFA
UFOX

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

Resurgent 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
2023
Q4 		– Sell
-2,720
Closed -$85K – 534
2023
Q3 		$85K Hold
2,720
– – 0.06% 248
2023
Q2 		$91.6K Hold
2,720
– – 0.06% 245
2023
Q1 		$89.2K Sell
2,720
-260
-9% -$8.33K 0.06% 245
2022
Q4 		$89K Buy
+2,980
New +$90K 0.05% 324

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Resurgent Financial Advisors's UFOX Position: Q4 2023 in Review

Resurgent Financial Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q4 2023, closing a stake of 2,720 shares — an estimated $85K sold.

Resurgent Financial Advisors first reported a position in UFOX in Q4 2022 and held it in 4 quarters. The position peaked at $91.6K in Q2 2023. 165 funds tracked by Wall St. Rank hold UFOX as of Q4 2023.

  • Resurgent Financial Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q4 2023 after selling out during the quarter.
  • Resurgent Financial Advisors sold 2,720 Defiance Space and Connective Tech ETF shares in Q4 2023, an estimated $85K.
  • Resurgent Financial Advisors first reported a position in Defiance Space and Connective Tech ETF in Q4 2022 and held it in 4 quarters.
  • Resurgent Financial Advisors's Defiance Space and Connective Tech ETF position peaked at $91.6K in Q2 2023.
  • 165 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2023.

Based on Resurgent Financial Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.