SWA
UFOX

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

Sutton Wealth Advisors’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
2023
Q3 		$71.9K Hold
2,300
– – 0.04% 198
2023
Q2 		$77.4K Buy
+2,300
New +$72.9K 0.04% 191

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Sutton Wealth Advisors's UFOX Position: Q3 2023 in Review

Sutton Wealth Advisors held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q3 2023 at 2,300 shares worth $71.9K. The position accounts for 0.04% of the portfolio, ranked #198.

Sutton Wealth Advisors first reported a position in UFOX in Q2 2023 and has held it in 2 quarters since. The position peaked at $77.4K in Q2 2023. 156 funds tracked by Wall St. Rank hold UFOX as of Q3 2023.

  • Sutton Wealth Advisors held 2,300 shares of Defiance Space and Connective Tech ETF worth $71.9K as of Q3 2023.
  • Sutton Wealth Advisors left its Defiance Space and Connective Tech ETF share count unchanged in Q3 2023.
  • Defiance Space and Connective Tech ETF made up 0.04% of Sutton Wealth Advisors's portfolio in Q3 2023, its #198 holding.
  • Sutton Wealth Advisors first reported a position in Defiance Space and Connective Tech ETF in Q2 2023 and has held it in 2 quarters since.
  • Sutton Wealth Advisors's Defiance Space and Connective Tech ETF position peaked at $77.4K in Q2 2023.
  • 156 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.