TC
UFOX

Truvestments Capital’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Truvestments Capital’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
2025
Q1 		– Sell
-100
Closed -$4.76K – 1172
2024
Q4 		$4.76K Hold
100
– – ﹤0.01% 707
2024
Q3 		$4.34K Buy
+100
New +$4.15K ﹤0.01% 700

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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Truvestments Capital's UFOX Position: Q1 2025 in Review

Truvestments Capital sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2025, closing a stake of 100 shares — an estimated $4.76K sold.

Truvestments Capital first reported a position in UFOX in Q3 2024 and held it in 2 quarters. The position peaked at $4.76K in Q4 2024. 139 funds tracked by Wall St. Rank hold UFOX as of Q1 2025.

  • Truvestments Capital reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Truvestments Capital sold 100 Defiance Space and Connective Tech ETF shares in Q1 2025, an estimated $4.76K.
  • Truvestments Capital first reported a position in Defiance Space and Connective Tech ETF in Q3 2024 and held it in 2 quarters.
  • Truvestments Capital's Defiance Space and Connective Tech ETF position peaked at $4.76K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2025.

Based on Truvestments Capital's 13F filing for Q1 2025, filed 14 May 2025.