Sandy Spring Bank’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Sandy Spring Bank’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
2025 Q1	$9.72K	Hold	229	–	–	﹤0.01%	849
2024 Q4	$10.9K	Hold	229	–	–	﹤0.01%	844
2024 Q3	$9.93K	Sell	229 -258	-53%	-$10.7K	﹤0.01%	862
2024 Q2	$20.3K	Sell	487 -250	-34%	-$9.75K	﹤0.01%	757
2024 Q1	$28.8K	Hold	737	–	–	﹤0.01%	684
2023 Q4	$26.4K	Hold	737	–	–	﹤0.01%	671
2023 Q3	$23K	Hold	737	–	–	﹤0.01%	686
2023 Q2	$24.8K	Hold	737	–	–	﹤0.01%	679
2023 Q1	$24.2K	Hold	737	–	–	﹤0.01%	665
2022 Q4	$22K	Hold	737	–	–	﹤0.01%	678
2022 Q3	$21K	Hold	737	–	–	﹤0.01%	668
2022 Q2	$23K	Hold	737	–	–	﹤0.01%	671
2022 Q1	$28K	Buy	737 +3	+0.4%	+$114	﹤0.01%	651
2021 Q4	$31K	Hold	734	–	–	﹤0.01%	674
2021 Q3	$27K	Buy	734 +1	+0.1%	+$38	﹤0.01%	704
2021 Q2	$28K	Buy	733 +3	+0.4%	+$110	﹤0.01%	704
2021 Q1	$26K	Buy	730 +3	+0.4%	+$105	﹤0.01%	633
2020 Q4	$24K	Buy	+727	New	+$22.7K	﹤0.01%	612

Other funds holding UFOX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sandy Spring Bank's UFOX Position: Q1 2025 in Review

Sandy Spring Bank held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q1 2025 at 229 shares worth $9.72K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Sandy Spring Bank first reported a position in UFOX in Q4 2020 and has held it in 18 quarters since. The position peaked at $31K in Q4 2021. 139 funds tracked by Wall St. Rank hold UFOX as of Q1 2025.

Sandy Spring Bank held 229 shares of Defiance Space and Connective Tech ETF worth $9.72K as of Q1 2025.
Sandy Spring Bank left its Defiance Space and Connective Tech ETF share count unchanged in Q1 2025.
Defiance Space and Connective Tech ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #849 holding.
Sandy Spring Bank first reported a position in Defiance Space and Connective Tech ETF in Q4 2020 and has held it in 18 quarters since.
Sandy Spring Bank's Defiance Space and Connective Tech ETF position peaked at $31K in Q4 2021.
139 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.