WWP
UFOX

WR Wealth Planners’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

WR Wealth Planners’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 		$381 Hold
8
– – ﹤0.01% 1015
2024
Q3 		$347 Buy
+8
New +$332 ﹤0.01% 1076

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

WR Wealth Planners's UFOX Position: Q4 2024 in Review

WR Wealth Planners held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q4 2024 at 8 shares worth $381. The position accounts for ﹤0.01% of the portfolio, ranked #1015.

WR Wealth Planners first reported a position in UFOX in Q3 2024 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold UFOX as of Q4 2024.

  • WR Wealth Planners held 8 shares of Defiance Space and Connective Tech ETF worth $381 as of Q4 2024.
  • WR Wealth Planners left its Defiance Space and Connective Tech ETF share count unchanged in Q4 2024.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1015 holding.
  • WR Wealth Planners first reported a position in Defiance Space and Connective Tech ETF in Q3 2024 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.