Baird Financial Group
UFOX

Baird Financial Group’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Baird Financial Group’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 		$2.22M Sell
32,518
-606
-2% -$40.7K ﹤0.01% 1011
2025
Q4 		$2.11M Buy
33,124
+612
+2% +$39.5K ﹤0.01% 1019
2025
Q3 		$2.01M Buy
32,512
+606
+2% +$34.5K ﹤0.01% 1042
2025
Q2 		$1.68M Buy
31,906
+1,075
+3% +$48.4K ﹤0.01% 1059
2025
Q1 		$1.31M Buy
30,831
+69
+0.2% +$3.28K ﹤0.01% 1092
2024
Q4 		$1.47M Buy
30,762
+257
+0.8% +$11.8K ﹤0.01% 1064
2024
Q3 		$1.32M Sell
30,505
-1,476
-5% -$61.3K ﹤0.01% 1086
2024
Q2 		$1.34M Sell
31,981
-29
-0.1% -$1.13K ﹤0.01% 1081
2024
Q1 		$1.25M Hold
32,010
– – ﹤0.01% 1092
2023
Q4 		$1.15M Buy
32,010
+1,030
+3% +$33.3K ﹤0.01% 1090
2023
Q3 		$968K Sell
30,980
-65
-0.2% -$2.12K ﹤0.01% 1130
2023
Q2 		$1.05M Sell
31,045
-50
-0.2% -$1.58K ﹤0.01% 1099
2023
Q1 		$1.02M Buy
31,095
+26
+0.1% +$833 ﹤0.01% 1085
2022
Q4 		$928K Sell
31,069
-840
-3% -$25.4K ﹤0.01% 1089
2022
Q3 		$910K Sell
31,909
-1,028
-3% -$33.8K ﹤0.01% 1089
2022
Q2 		$1.04M Buy
32,937
+160
+0.5% +$5.48K ﹤0.01% 1071
2022
Q1 		$1.23M Buy
32,777
+1,833
+6% +$69.7K ﹤0.01% 1058
2021
Q4 		$1.29M Sell
30,944
-23
-0.1% -$908 ﹤0.01% 1103
2021
Q3 		$1.13M Buy
30,967
+561
+2% +$21.2K ﹤0.01% 1158
2021
Q2 		$1.16M Buy
30,406
+1,772
+6% +$64.8K ﹤0.01% 1134
2021
Q1 		$1.01M Sell
28,634
-492
-2% -$17.3K ﹤0.01% 1129
2020
Q4 		$979K Buy
29,126
+658
+2% +$20.6K ﹤0.01% 1007
2020
Q3 		$811K Buy
28,468
+1,150
+4% +$33K ﹤0.01% 1011
2020
Q2 		$745K Buy
27,318
+2,338
+9% +$59.1K ﹤0.01% 1022
2020
Q1 		$544K Sell
24,980
-57
-0.2% -$1.42K ﹤0.01% 1033
2019
Q4 		$656K Buy
25,037
+8,876
+55% +$221K ﹤0.01% 1095
2019
Q3 		$395K Buy
+16,161
New +$393K ﹤0.01% 1237

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

Baird Financial Group's UFOX Position: Q1 2026 in Review

Baird Financial Group reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 1.8% in Q1 2026, selling an estimated $40.7K and leaving 32,518 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Baird Financial Group first reported a position in UFOX in Q3 2019 and has held it in 27 quarters since. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Baird Financial Group held 32,518 shares of Defiance Space and Connective Tech ETF worth $2.22M as of Q1 2026.
  • Baird Financial Group sold 606 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $40.7K.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1011 holding.
  • Baird Financial Group first reported a position in Defiance Space and Connective Tech ETF in Q3 2019 and has held it in 27 quarters since.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.