Cascade Financial Partners’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Cascade Financial Partners’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	$230K	Buy	+2,420	New	+$215K	0.02%	259

Other funds holding UFOX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cascade Financial Partners's UFOX Position: Q2 2026 in Review

Cascade Financial Partners opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q2 2026: 2,420 shares worth $230K. The stake represents 0.02% of the portfolio and ranks #259 among its holdings.

197 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

Cascade Financial Partners held 2,420 shares of Defiance Space and Connective Tech ETF worth $230K as of Q2 2026.
Defiance Space and Connective Tech ETF was a new Cascade Financial Partners position in Q2 2026.
Defiance Space and Connective Tech ETF made up 0.02% of Cascade Financial Partners's portfolio in Q2 2026, its #259 holding.
197 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.