Atria Wealth Solutions’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Atria Wealth Solutions’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
2025 Q1	–	Sell	-8,838	Closed	-$421K	–	2112
2024 Q4	$421K	Buy	+8,838	New	+$407K	﹤0.01%	1360
2024 Q2	–	Sell	-5,410	Closed	-$211K	–	2087
2024 Q1	$211K	Sell	5,410 -175	-3%	-$6.57K	﹤0.01%	1791
2023 Q4	$200K	Buy	+5,585	New	+$181K	﹤0.01%	1779
2022 Q3	–	Sell	-7,160	Closed	-$226K	–	1866
2022 Q2	$226K	Sell	7,160 -7,441	-51%	-$255K	﹤0.01%	1378
2022 Q1	$549K	Buy	+14,601	New	+$555K	0.01%	1014

Other funds holding UFOX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Atria Wealth Solutions's UFOX Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2025, closing a stake of 8,838 shares — an estimated $421K sold.

Atria Wealth Solutions first reported a position in UFOX in Q1 2022 and held it in 5 quarters. The position peaked at $549K in Q1 2022. 139 funds tracked by Wall St. Rank hold UFOX as of Q1 2025.

Atria Wealth Solutions reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 8,838 Defiance Space and Connective Tech ETF shares in Q1 2025, an estimated $421K.
Atria Wealth Solutions first reported a position in Defiance Space and Connective Tech ETF in Q1 2022 and held it in 5 quarters.
Atria Wealth Solutions's Defiance Space and Connective Tech ETF position peaked at $549K in Q1 2022.
139 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.