BPA
UFOX

Beacon Pointe Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Beacon Pointe 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
Q2 		$284K Hold
2,987
– – ﹤0.01% 1634
2026
Q1 		$204K Buy
+2,987
New +$201K ﹤0.01% 1723

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 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 $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Beacon Pointe Advisors's UFOX Position: Q2 2026 in Review

Beacon Pointe Advisors held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q2 2026 at 2,987 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1634.

Beacon Pointe Advisors first reported a position in UFOX in Q1 2026 and has held it in 2 quarters since. 198 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Beacon Pointe Advisors held 2,987 shares of Defiance Space and Connective Tech ETF worth $284K as of Q2 2026.
  • Beacon Pointe Advisors left its Defiance Space and Connective Tech ETF share count unchanged in Q2 2026.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1634 holding.
  • Beacon Pointe Advisors first reported a position in Defiance Space and Connective Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • 198 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.