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

TCI 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 Q2	–	Sell	-1,500	Closed	-$49.2K	–	2319
2023 Q1	$49.2K	Hold	1,500	–	–	0.01%	437
2022 Q4	$44.8K	Hold	1,500	–	–	0.01%	439
2022 Q3	$43K	Hold	1,500	–	–	0.01%	410
2022 Q2	$47K	Hold	1,500	–	–	0.01%	386
2022 Q1	$56K	Hold	1,500	–	–	0.01%	378
2021 Q4	$63K	Hold	1,500	–	–	0.01%	352
2021 Q3	$54K	Hold	1,500	–	–	0.01%	398
2021 Q2	$57K	Hold	1,500	–	–	0.01%	370
2021 Q1	$53K	Hold	1,500	–	–	0.02%	340
2020 Q4	$50K	Hold	1,500	–	–	0.02%	334
2020 Q3	$43K	Hold	1,500	–	–	0.02%	339
2020 Q2	$41K	Hold	1,500	–	–	0.02%	343
2020 Q1	$33K	Hold	1,500	–	–	0.02%	379
2019 Q4	$39K	Hold	1,500	–	–	0.02%	431
2019 Q3	$37K	Buy	+1,500	New	+$36.5K	0.02%	382

Other funds holding UFOX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TCI Wealth Advisors's UFOX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2023, closing a stake of 1,500 shares — an estimated $49.2K sold.

TCI Wealth Advisors first reported a position in UFOX in Q3 2019 and held it in 15 quarters. The position peaked at $63K in Q4 2021. 170 funds tracked by Wall St. Rank hold UFOX as of Q2 2023.

TCI Wealth Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,500 Defiance Space and Connective Tech ETF shares in Q2 2023, an estimated $49.2K.
TCI Wealth Advisors first reported a position in Defiance Space and Connective Tech ETF in Q3 2019 and held it in 15 quarters.
TCI Wealth Advisors's Defiance Space and Connective Tech ETF position peaked at $63K in Q4 2021.
170 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.