RI
UFOX

Ridgewood Investments’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Ridgewood Investments’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
Q3 		– Sell
-100
Closed -$3.37K – 814
2023
Q2 		$3.37K Buy
+100
New +$3.17K ﹤0.01% 642

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
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Ridgewood Investments's UFOX Position: Q3 2023 in Review

Ridgewood Investments sold out of Defiance Space and Connective Tech ETF (UFOX) in Q3 2023, closing a stake of 100 shares — an estimated $3.37K sold.

Ridgewood Investments first reported a position in UFOX in Q2 2023 and held it in 1 quarter. The position peaked at $3.37K in Q2 2023. 156 funds tracked by Wall St. Rank hold UFOX as of Q3 2023.

  • Ridgewood Investments reported no remaining Defiance Space and Connective Tech ETF position as of Q3 2023 after selling out during the quarter.
  • Ridgewood Investments sold 100 Defiance Space and Connective Tech ETF shares in Q3 2023, an estimated $3.37K.
  • Ridgewood Investments first reported a position in Defiance Space and Connective Tech ETF in Q2 2023 and held it in 1 quarter.
  • Ridgewood Investments's Defiance Space and Connective Tech ETF position peaked at $3.37K in Q2 2023.
  • 156 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2023.

Based on Ridgewood Investments's 13F filing for Q3 2023, filed 20 Oct 2023.