SF
UFOX

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

Safeguard Financial’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
-214
Closed -$7K – 583
2023
Q2 		$7K Buy
+214
New +$6.78K ﹤0.01% 367

Other funds holding UFOX

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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

Safeguard Financial's UFOX Position: Q3 2023 in Review

Safeguard Financial sold out of Defiance Space and Connective Tech ETF (UFOX) in Q3 2023, closing a stake of 214 shares — an estimated $7K sold.

Safeguard Financial first reported a position in UFOX in Q2 2023 and held it in 1 quarter. The position peaked at $7K in Q2 2023. 156 funds tracked by Wall St. Rank hold UFOX as of Q3 2023.

  • Safeguard Financial reported no remaining Defiance Space and Connective Tech ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 214 Defiance Space and Connective Tech ETF shares in Q3 2023, an estimated $7K.
  • Safeguard Financial first reported a position in Defiance Space and Connective Tech ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Defiance Space and Connective Tech ETF position peaked at $7K in Q2 2023.
  • 156 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.