AIM
UFOX

Anchor Investment Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Anchor 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
Q1 		$39.2K Hold
575
– – ﹤0.01% 620
2025
Q4 		$36.7K Hold
575
– – ﹤0.01% 639
2025
Q3 		$35.5K Hold
575
– – ﹤0.01% 640
2025
Q2 		$30.3K Hold
575
– – ﹤0.01% 657
2025
Q1 		$24.4K Hold
575
– – ﹤0.01% 677
2024
Q4 		$27.4K Hold
575
– – ﹤0.01% 663
2024
Q3 		$24.9K Hold
575
– – ﹤0.01% 669
2024
Q2 		$24K Sell
575
-15
-3% -$585 ﹤0.01% 620
2024
Q1 		$23.1K Sell
590
-150
-20% -$5.63K ﹤0.01% 656
2023
Q4 		$26.5K Sell
740
-300
-29% -$9.7K ﹤0.01% 612
2023
Q3 		$32.5K Hold
1,040
– – ﹤0.01% 578
2023
Q2 		$35K Hold
1,040
– – ﹤0.01% 561
2023
Q1 		$34.1K Sell
1,040
-400
-28% -$12.8K ﹤0.01% 590
2022
Q4 		$43K Sell
1,440
-300
-17% -$9.06K 0.01% 543
2022
Q3 		$49.6K Sell
1,740
-630
-27% -$20.7K 0.01% 506
2022
Q2 		$74.7K Sell
2,370
-50
-2% -$1.71K 0.01% 484
2022
Q1 		$90.8K Sell
2,420
-50
-2% -$1.9K 0.01% 480
2021
Q4 		$103K Hold
2,470
– – 0.01% 475
2021
Q3 		$89.7K Hold
2,470
– – 0.01% 460
2021
Q2 		$94K Hold
2,470
– – 0.01% 465
2021
Q1 		$87K Buy
2,470
+300
+14% +$10.5K 0.01% 448
2020
Q4 		$72.9K Buy
2,170
+300
+16% +$9.37K 0.01% 419
2020
Q3 		$53.3K Hold
1,870
– – 0.01% 430
2020
Q2 		$51K Sell
1,870
-170
-8% -$4.3K 0.01% 431
2020
Q1 		$44.5K Buy
2,040
+390
+24% +$9.68K 0.01% 443
2019
Q4 		$43.2K Buy
1,650
+500
+43% +$12.5K 0.01% 481
2019
Q3 		$28.1K Buy
1,150
+50
+5% +$1.22K 0.01% 520
2019
Q2 		$26.4K Buy
1,100
+125
+13% +$3.06K 0.01% 535
2019
Q1 		$23.9K Buy
+975
New +$24K 0.01% 536

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $94.2B AUM 21.24% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Anchor Investment Management's UFOX Position: Q1 2026 in Review

Anchor Investment Management held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q1 2026 at 575 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Anchor Investment Management first reported a position in UFOX in Q1 2019 and has held it in 29 quarters since. The position peaked at $103K in Q4 2021. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Anchor Investment Management held 575 shares of Defiance Space and Connective Tech ETF worth $39.2K as of Q1 2026.
  • Anchor Investment Management left its Defiance Space and Connective Tech ETF share count unchanged in Q1 2026.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #620 holding.
  • Anchor Investment Management first reported a position in Defiance Space and Connective Tech ETF in Q1 2019 and has held it in 29 quarters since.
  • Anchor Investment Management's Defiance Space and Connective Tech ETF position peaked at $103K in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.