VWM
UFOX

Valley Wealth Managers’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Valley Wealth Managers’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
Q3 		– Sell
-500
Closed -$16K – 504
2022
Q2 		$16K Buy
+500
New +$17.1K ﹤0.01% 309

Other funds holding UFOX

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LPL Financial
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Valley Wealth Managers's UFOX Position: Q3 2022 in Review

Valley Wealth Managers sold out of Defiance Space and Connective Tech ETF (UFOX) in Q3 2022, closing a stake of 500 shares — an estimated $16K sold.

Valley Wealth Managers first reported a position in UFOX in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 179 funds tracked by Wall St. Rank hold UFOX as of Q3 2022.

  • Valley Wealth Managers reported no remaining Defiance Space and Connective Tech ETF position as of Q3 2022 after selling out during the quarter.
  • Valley Wealth Managers sold 500 Defiance Space and Connective Tech ETF shares in Q3 2022, an estimated $16K.
  • Valley Wealth Managers first reported a position in Defiance Space and Connective Tech ETF in Q2 2022 and held it in 1 quarter.
  • Valley Wealth Managers's Defiance Space and Connective Tech ETF position peaked at $16K in Q2 2022.
  • 179 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2022.

Based on Valley Wealth Managers's 13F filing for Q3 2022, filed 9 Nov 2022.