AIFAIM
UFOX

American Institute for Advanced Investment Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

American Institute for Advanced Investment 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
Q2 		$368K Hold
3,875
– – 0.21% 117
2026
Q1 		$264K Hold
3,875
– – 0.17% 133
2025
Q4 		$247K Hold
3,875
– – 0.16% 130
2025
Q3 		$239K Hold
3,875
– – 0.16% 129
2025
Q2 		$204K Buy
+3,875
New +$175K 0.14% 139
2025
Q1 		– Sell
-4,675
Closed -$223K – 147
2024
Q4 		$223K Sell
4,675
-1,100
-19% -$50.6K 0.17% 122
2024
Q3 		$251K Hold
5,775
– – 0.18% 124
2024
Q2 		$241K Sell
5,775
-6,350
-52% -$248K 0.18% 120
2024
Q1 		$474K Buy
12,125
+750
+7% +$28.2K 0.37% 74
2023
Q4 		$408K Sell
11,375
-1,127
-9% -$36.4K 0.36% 76
2023
Q3 		$413K Sell
12,502
-1,467
-11% -$47.8K 0.38% 73
2023
Q2 		$470K Buy
13,969
+1,252
+10% +$39.7K 0.41% 70
2023
Q1 		$392K Sell
12,717
-1,724
-12% -$55.2K 0.42% 63
2022
Q4 		$431K Sell
14,441
-423
-3% -$12.8K 0.39% 68
2022
Q3 		$424K Buy
14,864
+2
+0% +$66 0.4% 65
2022
Q2 		$468K Sell
14,862
-798
-5% -$27.3K 0.41% 61
2022
Q1 		$588K Buy
15,660
+1
+0% +$38 0.43% 60
2021
Q4 		$653K Buy
15,659
+3
+0% +$118 0.44% 58
2021
Q3 		$569K Sell
15,656
-99
-0.6% -$3.75K 0.4% 65
2021
Q2 		$599K Buy
15,755
+276
+2% +$10.1K 0.42% 62
2021
Q1 		$545K Buy
15,479
+2
+0% +$70 0.42% 62
2020
Q4 		$520K Buy
+15,477
New +$483K 0.42% 62

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KL
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
FFL
Financial Freedom LLC Cincinnati, Ohio $218M AUM 31.31% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

American Institute for Advanced Investment Management's UFOX Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q2 2026 at 3,875 shares worth $368K. The position accounts for 0.21% of the portfolio, ranked #117.

American Institute for Advanced Investment Management first reported a position in UFOX in Q4 2020 and has held it in 22 quarters since. The position peaked at $653K in Q4 2021. 122 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • American Institute for Advanced Investment Management held 3,875 shares of Defiance Space and Connective Tech ETF worth $368K as of Q2 2026.
  • American Institute for Advanced Investment Management left its Defiance Space and Connective Tech ETF share count unchanged in Q2 2026.
  • Defiance Space and Connective Tech ETF made up 0.21% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #117 holding.
  • American Institute for Advanced Investment Management first reported a position in Defiance Space and Connective Tech ETF in Q4 2020 and has held it in 22 quarters since.
  • American Institute for Advanced Investment Management's Defiance Space and Connective Tech ETF position peaked at $653K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.