VAMG
UFOX

Voisard Asset Management Group’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Voisard Asset Management Group’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
Q4 		– Sell
-1,755
Closed -$76.1K – 704
2024
Q3 		$76.1K Hold
1,755
– – 0.03% 152
2024
Q2 		$73.4K Hold
1,755
– – 0.04% 135
2024
Q1 		$68.6K Hold
1,755
– – 0.04% 113
2023
Q4 		$62.9K Buy
+1,755
New +$56.7K 0.04% 122

Other funds holding UFOX

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
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
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

Voisard Asset Management Group's UFOX Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Defiance Space and Connective Tech ETF (UFOX) in Q4 2024, closing a stake of 1,755 shares — an estimated $76.1K sold.

Voisard Asset Management Group first reported a position in UFOX in Q4 2023 and held it in 4 quarters. The position peaked at $76.1K in Q3 2024. 157 funds tracked by Wall St. Rank hold UFOX as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Defiance Space and Connective Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 1,755 Defiance Space and Connective Tech ETF shares in Q4 2024, an estimated $76.1K.
  • Voisard Asset Management Group first reported a position in Defiance Space and Connective Tech ETF in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's Defiance Space and Connective Tech ETF position peaked at $76.1K in Q3 2024.
  • 157 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.