Beaumont Financial Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Beaumont Financial 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 Q1	$352K	Buy	5,168 +2	+0%	+$134	0.02%	275
2025 Q4	$330K	Buy	5,166 +2	+0%	+$129	0.02%	284
2025 Q3	$319K	Buy	5,164 +1	+0%	+$57	0.02%	303
2025 Q2	$272K	Buy	5,163 +3	+0.1%	+$135	0.02%	315
2025 Q1	$219K	Buy	5,160 +2	+0%	+$95	0.02%	344
2024 Q4	$246K	Buy	5,158 +2	+0%	+$92	0.02%	325
2024 Q3	$224K	Buy	5,156 +3	+0.1%	+$125	0.02%	323
2024 Q2	$215K	Buy	5,153 +3	+0.1%	+$117	0.02%	337
2024 Q1	$201K	Buy	+5,150	New	+$193K	0.02%	350
2022 Q1	–	Sell	-5,111	Closed	-$213K	–	393
2021 Q4	$213K	Buy	+5,111	New	+$202K	0.02%	336
2020 Q4	–	Sell	-137,326	Closed	-$3.91M	–	361
2020 Q3	$3.91M	Buy	+137,326	New	+$3.94M	0.37%	73

Other funds holding UFOX

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

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Beaumont Financial Advisors's UFOX Position: Q1 2026 in Review

Beaumont Financial Advisors increased its Defiance Space and Connective Tech ETF (UFOX) stake by 0.04% in Q1 2026, buying an estimated $134 and bringing the position to 5,168 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #275.

Beaumont Financial Advisors first reported a position in UFOX in Q3 2020 and has held it in 11 quarters since. The position peaked at $3.91M in Q3 2020. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

Beaumont Financial Advisors held 5,168 shares of Defiance Space and Connective Tech ETF worth $352K as of Q1 2026.
Beaumont Financial Advisors bought 2 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $134.
Defiance Space and Connective Tech ETF made up 0.02% of Beaumont Financial Advisors's portfolio in Q1 2026, its #275 holding.
Beaumont Financial Advisors first reported a position in Defiance Space and Connective Tech ETF in Q3 2020 and has held it in 11 quarters since.
Beaumont Financial Advisors's Defiance Space and Connective Tech ETF position peaked at $3.91M in Q3 2020.
161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.