SW
UFOX

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

Simplicity Wealth’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
Q3 		– Sell
-7,287
Closed -$305K – 1250
2024
Q2 		$305K Sell
7,287
-354
-5% -$13.8K 0.01% 939
2024
Q1 		$299K Buy
+7,641
New +$287K 0.01% 920

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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
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 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
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Simplicity Wealth's UFOX Position: Q3 2024 in Review

Simplicity Wealth sold out of Defiance Space and Connective Tech ETF (UFOX) in Q3 2024, closing a stake of 7,287 shares — an estimated $305K sold.

Simplicity Wealth first reported a position in UFOX in Q1 2024 and held it in 2 quarters. The position peaked at $305K in Q2 2024. 150 funds tracked by Wall St. Rank hold UFOX as of Q3 2024.

  • Simplicity Wealth reported no remaining Defiance Space and Connective Tech ETF position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 7,287 Defiance Space and Connective Tech ETF shares in Q3 2024, an estimated $305K.
  • Simplicity Wealth first reported a position in Defiance Space and Connective Tech ETF in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Defiance Space and Connective Tech ETF position peaked at $305K in Q2 2024.
  • 150 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.