RWB
UFOX

RMR Wealth Builders’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

RMR Wealth Builders’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
-111
Closed -$4K – 740
2021
Q1 		$4K Buy
+111
New +$3.9K ﹤0.01% 702

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 $71.6B AUM 21.08% 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

RMR Wealth Builders's UFOX Position: Q2 2021 in Review

RMR Wealth Builders sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2021, closing a stake of 111 shares — an estimated $4K sold.

RMR Wealth Builders first reported a position in UFOX in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 197 funds tracked by Wall St. Rank hold UFOX as of Q2 2021.

  • RMR Wealth Builders reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 111 Defiance Space and Connective Tech ETF shares in Q2 2021, an estimated $4K.
  • RMR Wealth Builders first reported a position in Defiance Space and Connective Tech ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Defiance Space and Connective Tech ETF position peaked at $4K in Q1 2021.
  • 197 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.