Bank of Montreal
UFOX

Bank of Montreal’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Bank of Montreal’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 		$53.4K Sell
784
-510
-39% -$34.3K ﹤0.01% 3272
2025
Q4 		$82.6K Buy
1,294
+864
+201% +$55.8K ﹤0.01% 3093
2025
Q3 		$26.5K Sell
430
-335
-44% -$19.1K ﹤0.01% 3244
2025
Q2 		$40.4K Hold
765
– – ﹤0.01% 3179
2025
Q1 		$32.5K Hold
765
– – ﹤0.01% 3142
2024
Q4 		$36.5K Sell
765
-3
-0.4% -$138 ﹤0.01% 3164
2024
Q3 		$33.3K Sell
768
-1,150
-60% -$47.7K ﹤0.01% 3492
2024
Q2 		$81.1K Buy
1,918
+1,000
+109% +$39K ﹤0.01% 3300
2024
Q1 		$36.6K Sell
918
-65
-7% -$2.44K ﹤0.01% 3514
2023
Q4 		$35.5K Sell
983
-176
-15% -$5.69K ﹤0.01% 3640
2023
Q3 		$37.5K Sell
1,159
-632
-35% -$20.6K ﹤0.01% 3474
2023
Q2 		$60.5K Buy
1,791
+632
+55% +$20K ﹤0.01% 3564
2023
Q1 		$38.4K Sell
1,159
-87
-7% -$2.79K ﹤0.01% 3418
2022
Q4 		$39.7K Sell
1,246
-1,730
-58% -$52.2K ﹤0.01% 3586
2022
Q3 		$93 Sell
2,976
-575
-16% -$18.9K ﹤0.01% 3485
2022
Q2 		$127 Sell
3,551
-1,753
-33% -$60K ﹤0.01% 3394
2022
Q1 		$206K Buy
5,304
+753
+17% +$28.6K ﹤0.01% 3441
2021
Q4 		$192K Buy
4,551
+1,105
+32% +$43.6K ﹤0.01% 2970
2021
Q3 		$130K Sell
3,446
-850
-20% -$32.2K ﹤0.01% 3405
2021
Q2 		$163K Buy
4,296
+2,009
+88% +$73.5K ﹤0.01% 3248
2021
Q1 		$83K Buy
2,287
+50
+2% +$1.75K ﹤0.01% 3479
2020
Q4 		$77K Buy
2,237
+2,022
+940% +$63.1K ﹤0.01% 3726
2020
Q3 		$6K Hold
215
– – ﹤0.01% 4367
2020
Q2 		$6K Sell
215
-700
-77% -$17.7K ﹤0.01% 4389
2020
Q1 		$20K Buy
915
+700
+326% +$17.4K ﹤0.01% 3252
2019
Q4 		$6K Hold
215
– – ﹤0.01% 4677
2019
Q3 		$5K Hold
215
– – ﹤0.01% 4562
2019
Q2 		$5K Buy
+215
New +$5.26K ﹤0.01% 4682

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

Bank of Montreal's UFOX Position: Q1 2026 in Review

Bank of Montreal reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 39% in Q1 2026, selling an estimated $34.3K and leaving 784 shares worth $53.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3272.

Bank of Montreal first reported a position in UFOX in Q2 2019 and has held it in 28 quarters since. The position peaked at $206K in Q1 2022. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Bank of Montreal held 784 shares of Defiance Space and Connective Tech ETF worth $53.4K as of Q1 2026.
  • Bank of Montreal sold 510 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $34.3K.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3272 holding.
  • Bank of Montreal first reported a position in Defiance Space and Connective Tech ETF in Q2 2019 and has held it in 28 quarters since.
  • Bank of Montreal's Defiance Space and Connective Tech ETF position peaked at $206K in Q1 2022.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.