ACA
UFOX

Aptus Capital Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Aptus Capital 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
Q1 		$1.8M Hold
26,377
– – 0.01% 490
2025
Q4 		$1.68M Hold
26,377
– – 0.01% 480
2025
Q3 		$1.63M Sell
26,377
-200
-0.8% -$11.4K 0.01% 473
2025
Q2 		$1.4M Sell
26,577
-200
-0.7% -$9.01K 0.01% 474
2025
Q1 		$1.14M Hold
26,777
– – 0.01% 487
2024
Q4 		$1.28M Buy
26,777
+1
+0% +$46 0.01% 464
2024
Q3 		$1.16M Hold
26,776
– – 0.02% 386
2024
Q2 		$1.12M Buy
26,776
+105
+0.4% +$4.09K 0.02% 375
2024
Q1 		$1.04M Hold
26,671
– – 0.02% 388
2023
Q4 		$956K Sell
26,671
-600
-2% -$19.4K 0.03% 296
2023
Q3 		$852K Hold
27,271
– – 0.02% 316
2023
Q2 		$918K Sell
27,271
-1,000
-4% -$31.7K 0.02% 275
2023
Q1 		$927K Sell
28,271
-1,535
-5% -$49.2K 0.02% 274
2022
Q4 		$890K Sell
29,806
-5,161
-15% -$156K 0.03% 283
2022
Q3 		$997K Sell
34,967
-140
-0.4% -$4.61K 0.02% 264
2022
Q2 		$1.11M Buy
35,107
+7
+0% +$240 0.03% 232
2022
Q1 		$1.32M Sell
35,100
-193
-0.5% -$7.33K 0.03% 229
2021
Q4 		$1.47M Sell
35,293
-496
-1% -$19.6K 0.04% 230
2021
Q3 		$1.3M Buy
35,789
+252
+0.7% +$9.54K 0.03% 225
2021
Q2 		$1.35M Buy
35,537
+68
+0.2% +$2.49K 0.04% 200
2021
Q1 		$1.25M Buy
35,469
+3,657
+11% +$128K 0.04% 192
2020
Q4 		$1.07M Buy
31,812
+25,822
+431% +$806K 0.05% 169
2020
Q3 		$170K Buy
5,990
+170
+3% +$4.88K 0.01% 300
2020
Q2 		$158K Buy
+5,820
New +$147K 0.01% 268

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

Aptus Capital Advisors's UFOX Position: Q1 2026 in Review

Aptus Capital Advisors held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q1 2026 at 26,377 shares worth $1.8M. The position accounts for 0.01% of the portfolio, ranked #490.

Aptus Capital Advisors first reported a position in UFOX in Q2 2020 and has held it in 24 quarters since. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Aptus Capital Advisors held 26,377 shares of Defiance Space and Connective Tech ETF worth $1.8M as of Q1 2026.
  • Aptus Capital Advisors 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 Aptus Capital Advisors's portfolio in Q1 2026, its #490 holding.
  • Aptus Capital Advisors first reported a position in Defiance Space and Connective Tech ETF in Q2 2020 and has held it in 24 quarters since.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.