AAS
UFOX

Avantax Advisory Services’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Avantax Advisory Services’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
Q2 		$232K Sell
4,391
-1,748
-28% -$78.7K ﹤0.01% 2102
2025
Q1 		$261K Buy
6,139
+221
+4% +$10.5K ﹤0.01% 1933
2024
Q4 		$282K Buy
5,918
+372
+7% +$17.1K ﹤0.01% 1823
2024
Q3 		$241K Sell
5,546
-2
-0% -$83 ﹤0.01% 1903
2024
Q2 		$232K Buy
5,548
+187
+3% +$7.29K ﹤0.01% 1870
2024
Q1 		$209K Buy
+5,361
New +$201K ﹤0.01% 1521
2023
Q3 		– Sell
-6,902
Closed -$232K – 1631
2023
Q2 		$232K Buy
6,902
+441
+7% +$14K ﹤0.01% 1328
2023
Q1 		$212K Sell
6,461
-362
-5% -$11.6K ﹤0.01% 1346
2022
Q4 		$204K Sell
6,823
-236
-3% -$7.13K ﹤0.01% 1306
2022
Q3 		$201K Sell
7,059
-4,059
-37% -$134K ﹤0.01% 1216
2022
Q2 		$350K Sell
11,118
-1,060
-9% -$36.3K 0.01% 941
2022
Q1 		$461K Sell
12,178
-311
-2% -$11.8K 0.01% 815
2021
Q4 		$521K Buy
12,489
+1,058
+9% +$41.8K 0.01% 748
2021
Q3 		$414K Buy
11,431
+3,648
+47% +$138K 0.01% 787
2021
Q2 		$298K Buy
7,783
+768
+11% +$28.1K 0.01% 907
2021
Q1 		$246K Buy
7,015
+842
+14% +$29.6K 0.01% 889
2020
Q4 		$206K Buy
+6,173
New +$193K ﹤0.01% 873

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Avantax Advisory Services's UFOX Position: Q2 2025 in Review

Avantax Advisory Services reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 28% in Q2 2025, selling an estimated $78.7K and leaving 4,391 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #2102.

Avantax Advisory Services first reported a position in UFOX in Q4 2020 and has held it in 17 quarters since. The position peaked at $521K in Q4 2021. 150 funds tracked by Wall St. Rank hold UFOX as of Q2 2025.

  • Avantax Advisory Services held 4,391 shares of Defiance Space and Connective Tech ETF worth $232K as of Q2 2025.
  • Avantax Advisory Services sold 1,748 Defiance Space and Connective Tech ETF shares in Q2 2025, an estimated $78.7K.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2102 holding.
  • Avantax Advisory Services first reported a position in Defiance Space and Connective Tech ETF in Q4 2020 and has held it in 17 quarters since.
  • Avantax Advisory Services's Defiance Space and Connective Tech ETF position peaked at $521K in Q4 2021.
  • 150 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.