Tyler-Stone Wealth Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Tyler-Stone 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
2022 Q4	–	Sell	-325	Closed	-$9K	–	915
2022 Q3	$9K	Hold	325	–	–	0.01%	563
2022 Q2	$10K	Hold	325	–	–	0.01%	565
2022 Q1	$12K	Hold	325	–	–	0.01%	550
2021 Q4	$14K	Buy	+325	New	+$12.8K	0.01%	549

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Tyler-Stone Wealth Management's UFOX Position: Q4 2022 in Review

Tyler-Stone Wealth Management sold out of Defiance Space and Connective Tech ETF (UFOX) in Q4 2022, closing a stake of 325 shares — an estimated $9K sold.

Tyler-Stone Wealth Management first reported a position in UFOX in Q4 2021 and held it in 4 quarters. The position peaked at $14K in Q4 2021. 181 funds tracked by Wall St. Rank hold UFOX as of Q4 2022.

Tyler-Stone Wealth Management reported no remaining Defiance Space and Connective Tech ETF position as of Q4 2022 after selling out during the quarter.
Tyler-Stone Wealth Management sold 325 Defiance Space and Connective Tech ETF shares in Q4 2022, an estimated $9K.
Tyler-Stone Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q4 2021 and held it in 4 quarters.
Tyler-Stone Wealth Management's Defiance Space and Connective Tech ETF position peaked at $14K in Q4 2021.
181 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.