WAM
UFOX

Wealthspire Advisors (Maryland)’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$256K Buy
+8,984
New +$258K 0.01% 382

Other funds holding UFOX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $445M AUM 17.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UFOX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q3 2020: 8,984 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #382 among its holdings.

109 funds tracked by Wall St. Rank hold UFOX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 8,984 shares of Defiance Space and Connective Tech ETF worth $256K as of Q3 2020.
  • Defiance Space and Connective Tech ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Defiance Space and Connective Tech ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #382 holding.
  • 109 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.