SL
UFOX

Salomon & Ludwin’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Salomon & Ludwin’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
2024
Q2 		– Sell
-280
Closed -$10.9K – 842
2024
Q1 		$10.9K Hold
280
– – ﹤0.01% 548
2023
Q4 		$8.75K Hold
280
– – ﹤0.01% 514
2023
Q3 		$8.75K Buy
+280
New +$9.13K ﹤0.01% 512

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Salomon & Ludwin's UFOX Position: Q2 2024 in Review

Salomon & Ludwin sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2024, closing a stake of 280 shares — an estimated $10.9K sold.

Salomon & Ludwin first reported a position in UFOX in Q3 2023 and held it in 3 quarters. The position peaked at $10.9K in Q1 2024. 160 funds tracked by Wall St. Rank hold UFOX as of Q2 2024.

  • Salomon & Ludwin reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 280 Defiance Space and Connective Tech ETF shares in Q2 2024, an estimated $10.9K.
  • Salomon & Ludwin first reported a position in Defiance Space and Connective Tech ETF in Q3 2023 and held it in 3 quarters.
  • Salomon & Ludwin's Defiance Space and Connective Tech ETF position peaked at $10.9K in Q1 2024.
  • 160 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2024.

Based on Salomon & Ludwin's 13F filing for Q2 2024, filed 25 Jul 2024.