Wipfli Financial Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Wipfli Financial Advisors’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	$3K	Buy	+100	New	+$3.29K	﹤0.01%	2245

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 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

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

Wipfli Financial Advisors's UFOX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q3 2022: 100 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #2245 among its holdings.

179 funds tracked by Wall St. Rank hold UFOX as of Q3 2022.

Wipfli Financial Advisors held 100 shares of Defiance Space and Connective Tech ETF worth $3K as of Q3 2022.
Defiance Space and Connective Tech ETF was a new Wipfli Financial Advisors position in Q3 2022.
Defiance Space and Connective Tech ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2245 holding.
179 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.