Activest Wealth Management
UFOX icon

Activest Wealth Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Activest Wealth Management’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
Q3 		– Sell
-80
Closed -$7.6K – 1395
2026
Q2 		$7.6K Hold
80
– – ﹤0.01% 637
2026
Q1 		$5.45K Buy
+80
New +$5.38K ﹤0.01% 801
2023
Q1 		– Sell
-14,388
Closed -$429K – 585
2022
Q4 		$429K Sell
14,388
-2,000
-12% -$60.4K 0.13% 56
2022
Q3 		$469K Buy
+16,388
New +$540K 0.15% 44

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return
Financial Freedom LLC
Financial Freedom LLC Cincinnati, Ohio $218M AUM 21.75% 1-Year Est. Return
Advantage Trust Company
Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return

Activest Wealth Management's UFOX Position: Q3 2026 in Review

Activest Wealth Management sold out of Defiance Space and Connective Tech ETF (UFOX) in Q3 2026, closing a stake of 80 shares — an estimated $7.6K sold.

Activest Wealth Management first reported a position in UFOX in Q3 2022 and held it in 4 quarters. The position peaked at $469K in Q3 2022. 115 funds tracked by Wall St. Rank hold UFOX as of Q3 2026.

  • Activest Wealth Management reported no remaining Defiance Space and Connective Tech ETF position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 80 Defiance Space and Connective Tech ETF shares in Q3 2026, an estimated $7.6K.
  • Activest Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q3 2022 and held it in 4 quarters.
  • Activest Wealth Management's Defiance Space and Connective Tech ETF position peaked at $469K in Q3 2022.
  • 115 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.