SWP
UFOX

ShoreHaven Wealth Partners’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

ShoreHaven Wealth Partners’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
-155
Closed -$5K – 268
2021
Q1 		$5K Buy
+155
New +$5.44K ﹤0.01% 224

Other funds holding UFOX

PF
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

ShoreHaven Wealth Partners's UFOX Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2021, closing a stake of 155 shares — an estimated $5K sold.

ShoreHaven Wealth Partners first reported a position in UFOX in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 197 funds tracked by Wall St. Rank hold UFOX as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 155 Defiance Space and Connective Tech ETF shares in Q2 2021, an estimated $5K.
  • ShoreHaven Wealth Partners first reported a position in Defiance Space and Connective Tech ETF in Q1 2021 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's Defiance Space and Connective Tech ETF position peaked at $5K in Q1 2021.
  • 197 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2021.

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