Blue Trust Inc
UFOX icon

Blue Trust Inc’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Blue Trust Inc’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
Q3 		$2K Buy
+24
New +$2.01K ﹤0.01% 2048
2024
Q1 		– Sell
-377
Closed -$12K – 2757
2023
Q4 		$12K Hold
377
– – ﹤0.01% 1529
2023
Q3 		$13K Hold
377
– – ﹤0.01% 1333
2023
Q2 		$12K Buy
+377
New +$12K ﹤0.01% 1259

Other funds holding UFOX

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
TW
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SF
Succession Financial Mckinney, Texas $104M AUM
PA
ProCore Advisors Newport Beach, California $82.2M AUM 34.17% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

Blue Trust Inc's UFOX Position: Q3 2026 in Review

Blue Trust Inc opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q3 2026: 24 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2048 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in UFOX as recently as Q4 2023.

Blue Trust Inc first reported a position in UFOX in Q2 2023 and has held it in 4 quarters since. The position peaked at $13K in Q3 2023. 18 funds tracked by Wall St. Rank hold UFOX as of Q3 2026.

  • Blue Trust Inc held 24 shares of Defiance Space and Connective Tech ETF worth $2K as of Q3 2026.
  • Defiance Space and Connective Tech ETF was a new Blue Trust Inc position in Q3 2026.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2048 holding.
  • Blue Trust Inc first reported a position in Defiance Space and Connective Tech ETF in Q2 2023 and has held it in 4 quarters since.
  • Blue Trust Inc's Defiance Space and Connective Tech ETF position peaked at $13K in Q3 2023.
  • 18 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.