Acorn Wealth Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Acorn Wealth 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
2026 Q2	$220K	Buy	+2,316	New	+$206K	0.05%	283
2022 Q4	–	Sell	-8,193	Closed	-$234K	–	168
2022 Q3	$234K	Sell	8,193 -1,398	-15%	-$46K	0.19%	134
2022 Q2	$302K	Sell	9,591 -2,870	-23%	-$98.3K	0.24%	115
2022 Q1	$468K	Sell	12,461 -1,273	-9%	-$48.4K	0.32%	77
2021 Q4	$573K	Buy	13,734 +1,211	+10%	+$47.8K	0.36%	66
2021 Q3	$455K	Buy	12,523 +1,541	+14%	+$58.3K	0.32%	78
2021 Q2	$418K	Buy	10,982 +2,649	+32%	+$96.9K	0.29%	82
2021 Q1	$293K	Buy	+8,333	New	+$293K	0.21%	115

Other funds holding UFOX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Acorn Wealth Advisors's UFOX Position: Q2 2026 in Review

Acorn Wealth Advisors opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q2 2026: 2,316 shares worth $220K. The stake represents 0.05% of the portfolio and ranks #283 among its holdings. This is a return to the name: Acorn Wealth Advisors previously reported a position in UFOX as recently as Q3 2022.

Acorn Wealth Advisors first reported a position in UFOX in Q1 2021 and has held it in 8 quarters since. The position peaked at $573K in Q4 2021. 198 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

Acorn Wealth Advisors held 2,316 shares of Defiance Space and Connective Tech ETF worth $220K as of Q2 2026.
Defiance Space and Connective Tech ETF was a new Acorn Wealth Advisors position in Q2 2026.
Defiance Space and Connective Tech ETF made up 0.05% of Acorn Wealth Advisors's portfolio in Q2 2026, its #283 holding.
Acorn Wealth Advisors first reported a position in Defiance Space and Connective Tech ETF in Q1 2021 and has held it in 8 quarters since.
Acorn Wealth Advisors's Defiance Space and Connective Tech ETF position peaked at $573K in Q4 2021.
198 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.