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

Advisornet Financial’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
-279
Closed -$26.5K – 2190
2026
Q2 		$26.5K Hold
279
– – ﹤0.01% 1307
2026
Q1 		$19K Hold
279
– – ﹤0.01% 1351
2025
Q4 		$17.8K Hold
279
– – ﹤0.01% 1374
2025
Q3 		$17.2K Buy
279
+1
+0.4% +$57 ﹤0.01% 1352
2025
Q2 		$14.7K Hold
278
– – ﹤0.01% 1369
2025
Q1 		$11.8K Buy
278
+1
+0.4% +$48 ﹤0.01% 1358
2024
Q4 		$13.2K Hold
277
– – ﹤0.01% 1254
2024
Q3 		$12K Buy
277
+1
+0.4% +$42 ﹤0.01% 1369
2024
Q2 		$11.5K Hold
276
– – ﹤0.01% 1266
2024
Q1 		$10.8K Buy
276
+2
+0.7% +$75 ﹤0.01% 1259
2023
Q4 		$9.82K Buy
274
+134
+96% +$4.33K ﹤0.01% 1310
2023
Q3 		$4.38K Buy
+140
New +$4.56K ﹤0.01% 1451
2022
Q4 		– Sell
-1,617
Closed -$46K – 2507
2022
Q3 		$46K Sell
1,617
-665
-29% -$21.9K ﹤0.01% 873
2022
Q2 		$72K Sell
2,282
-1,438
-39% -$49.2K 0.01% 775
2022
Q1 		$140K Buy
3,720
+24
+0.6% +$912 0.01% 649
2021
Q4 		$154K Sell
3,696
-329
-8% -$13K 0.01% 663
2021
Q3 		$146K Buy
4,025
+8
+0.2% +$303 0.01% 676
2021
Q2 		$153K Buy
4,017
+11
+0.3% +$402 0.01% 673
2021
Q1 		$141K Buy
4,006
+17
+0.4% +$597 0.01% 659
2020
Q4 		$134K Buy
3,989
+1,715
+75% +$53.6K 0.01% 606
2020
Q3 		$65K Sell
2,274
-487
-18% -$14K 0.01% 791
2020
Q2 		$75K Sell
2,761
-370
-12% -$9.36K 0.01% 756
2020
Q1 		$68K Sell
3,131
-262
-8% -$6.5K 0.01% 708
2019
Q4 		$89K Hold
3,393
– – 0.01% 717
2019
Q3 		$83K Buy
3,393
+902
+36% +$21.9K 0.01% 732
2019
Q2 		$60K Buy
+2,491
New +$60.9K 0.01% 755

Other funds holding UFOX

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
TW
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SF
Succession Financial Mckinney, Texas $104M AUM
PA
ProCore Advisors Newport Beach, California $82.2M AUM 34.17% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

Advisornet Financial's UFOX Position: Q3 2026 in Review

Advisornet Financial sold out of Defiance Space and Connective Tech ETF (UFOX) in Q3 2026, closing a stake of 279 shares — an estimated $26.5K sold.

Advisornet Financial first reported a position in UFOX in Q2 2019 and held it in 26 quarters. The position peaked at $154K in Q4 2021. 18 funds tracked by Wall St. Rank hold UFOX as of Q3 2026.

  • Advisornet Financial reported no remaining Defiance Space and Connective Tech ETF position as of Q3 2026 after selling out during the quarter.
  • Advisornet Financial sold 279 Defiance Space and Connective Tech ETF shares in Q3 2026, an estimated $26.5K.
  • Advisornet Financial first reported a position in Defiance Space and Connective Tech ETF in Q2 2019 and held it in 26 quarters.
  • Advisornet Financial's Defiance Space and Connective Tech ETF position peaked at $154K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.