UB
UFOX

UMB Bank’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

UMB Bank’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
2024
Q1 		– Sell
-344
Closed -$12.3K – 2198
2023
Q4 		$12.3K Buy
+344
New +$11.1K ﹤0.01% 1226

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UMB Bank's UFOX Position: Q1 2024 in Review

UMB Bank sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2024, closing a stake of 344 shares — an estimated $12.3K sold.

UMB Bank first reported a position in UFOX in Q4 2023 and held it in 1 quarter. The position peaked at $12.3K in Q4 2023. 158 funds tracked by Wall St. Rank hold UFOX as of Q1 2024.

  • UMB Bank reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2024 after selling out during the quarter.
  • UMB Bank sold 344 Defiance Space and Connective Tech ETF shares in Q1 2024, an estimated $12.3K.
  • UMB Bank first reported a position in Defiance Space and Connective Tech ETF in Q4 2023 and held it in 1 quarter.
  • UMB Bank's Defiance Space and Connective Tech ETF position peaked at $12.3K in Q4 2023.
  • 158 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2024.

Based on UMB Bank's 13F filing for Q1 2024, filed 26 Apr 2024.