SWM
UFOX

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

Sugarloaf Wealth Management’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
Q4 		– Sell
-1
Closed -$41 – 719
2024
Q3 		$41 Hold
1
– – ﹤0.01% 672
2024
Q2 		$39 Hold
1
– – ﹤0.01% 662
2024
Q1 		$36 Hold
1
– – ﹤0.01% 673
2023
Q4 		$33 Sell
1
-589
-100% -$19K ﹤0.01% 681
2023
Q3 		$18.5K Sell
590
-148
-20% -$4.83K ﹤0.01% 390
2023
Q2 		$24.9K Buy
738
+280
+61% +$8.88K 0.01% 366
2023
Q1 		$15K Buy
458
+1
+0.2% +$32 ﹤0.01% 427
2022
Q4 		$13.6K Hold
457
– – ﹤0.01% 456
2022
Q3 		$14K Buy
457
+1
+0.2% +$33 ﹤0.01% 474
2022
Q2 		$14K Buy
456
+1
+0.2% +$34 ﹤0.01% 476
2022
Q1 		$17K Sell
455
-282
-38% -$10.7K ﹤0.01% 432
2021
Q4 		$31K Hold
737
– – 0.01% 366
2021
Q3 		$27K Buy
737
+1
+0.1% +$38 0.01% 369
2021
Q2 		$28K Sell
736
-2,268,004
-100% -$82.9M 0.01% 366
2021
Q1 		$26 Buy
2,268,740
+2,268,290
+504,064% +$79.6M 0.01% 366
2020
Q4 		$15K Buy
450
+250
+125% +$7.81K 0.01% 440
2020
Q3 		$6K Hold
200
– – ﹤0.01% 506
2020
Q2 		$5K Hold
200
– – ﹤0.01% 535
2020
Q1 		$4K Hold
200
– – ﹤0.01% 555
2019
Q4 		$5K Buy
+200
New +$4.98K ﹤0.01% 558

Other funds holding UFOX

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sugarloaf Wealth Management's UFOX Position: Q4 2024 in Review

Sugarloaf Wealth Management sold out of Defiance Space and Connective Tech ETF (UFOX) in Q4 2024, closing a stake of 1 share — an estimated $41 sold.

Sugarloaf Wealth Management first reported a position in UFOX in Q4 2019 and held it in 20 quarters. The position peaked at $31K in Q4 2021. 157 funds tracked by Wall St. Rank hold UFOX as of Q4 2024.

  • Sugarloaf Wealth Management reported no remaining Defiance Space and Connective Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1 Defiance Space and Connective Tech ETF share in Q4 2024, an estimated $41.
  • Sugarloaf Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q4 2019 and held it in 20 quarters.
  • Sugarloaf Wealth Management's Defiance Space and Connective Tech ETF position peaked at $31K in Q4 2021.
  • 157 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.