TI
UFOX

tru Independence’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

tru Independence’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
2020
Q3 		– Sell
-1,362
Closed -$24 – 876
2020
Q2 		$24 Buy
+1,362
New +$34.4K ﹤0.01% 482
2020
Q1 		– Sell
-100
Closed -$2K – 949
2019
Q4 		$2K Buy
+100
New +$2.49K ﹤0.01% 839

Other funds holding UFOX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $445M AUM 17.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return

tru Independence's UFOX Position: Q3 2020 in Review

tru Independence sold out of Defiance Space and Connective Tech ETF (UFOX) in Q3 2020, closing a stake of 1,362 shares — an estimated $24 sold.

tru Independence first reported a position in UFOX in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q4 2019. 109 funds tracked by Wall St. Rank hold UFOX as of Q3 2020.

  • tru Independence reported no remaining Defiance Space and Connective Tech ETF position as of Q3 2020 after selling out during the quarter.
  • tru Independence sold 1,362 Defiance Space and Connective Tech ETF shares in Q3 2020, an estimated $24.
  • tru Independence first reported a position in Defiance Space and Connective Tech ETF in Q4 2019 and held it in 2 quarters.
  • tru Independence's Defiance Space and Connective Tech ETF position peaked at $2K in Q4 2019.
  • 109 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.