SFS
UFOX

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

Sowell Financial Services’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
-1,056
Closed -$38K – 2823
2021
Q1 		$38K Buy
+1,056
New +$37.1K ﹤0.01% 1775

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PNC Financial Services Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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 $811M AUM 28.91% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Sowell Financial Services's UFOX Position: Q2 2021 in Review

Sowell Financial Services sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2021, closing a stake of 1,056 shares — an estimated $38K sold.

Sowell Financial Services first reported a position in UFOX in Q1 2021 and held it in 1 quarter. The position peaked at $38K in Q1 2021. 197 funds tracked by Wall St. Rank hold UFOX as of Q2 2021.

  • Sowell Financial Services reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,056 Defiance Space and Connective Tech ETF shares in Q2 2021, an estimated $38K.
  • Sowell Financial Services first reported a position in Defiance Space and Connective Tech ETF in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Defiance Space and Connective Tech ETF position peaked at $38K in Q1 2021.
  • 197 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.