RWA
UFOX

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

Ropes 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
-2,950
Closed -$99K – 825
2020
Q4 		$99K Hold
2,950
– – 0.02% 315
2020
Q3 		$84K Hold
2,950
– – 0.02% 288
2020
Q2 		$80K Hold
2,950
– – 0.02% 274
2020
Q1 		$64K Buy
+2,950
New +$73.2K 0.02% 261

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 $71.6B AUM 21.08% 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

Ropes Wealth Advisors's UFOX Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2021, closing a stake of 2,950 shares — an estimated $99K sold.

Ropes Wealth Advisors first reported a position in UFOX in Q1 2020 and held it in 4 quarters. The position peaked at $99K in Q4 2020. 190 funds tracked by Wall St. Rank hold UFOX as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 2,950 Defiance Space and Connective Tech ETF shares in Q1 2021, an estimated $99K.
  • Ropes Wealth Advisors first reported a position in Defiance Space and Connective Tech ETF in Q1 2020 and held it in 4 quarters.
  • Ropes Wealth Advisors's Defiance Space and Connective Tech ETF position peaked at $99K in Q4 2020.
  • 190 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.