Cetera Investment Advisers
UFOX

Cetera Investment Advisers’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Cetera Investment Advisers’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 		$13.8M Buy
145,261
+2,517
+2% +$223K 0.01% 956
2026
Q1 		$9.73M Buy
142,744
+6,363
+5% +$428K 0.01% 1075
2025
Q4 		$8.71M Buy
136,381
+1,842
+1% +$119K 0.01% 1114
2025
Q3 		$8.3M Buy
134,539
+2,703
+2% +$154K 0.01% 1105
2025
Q2 		$6.96M Sell
131,836
-6,725
-5% -$303K 0.01% 1004
2025
Q1 		$5.89M Buy
138,561
+13,772
+11% +$655K 0.01% 1016
2024
Q4 		$5.95M Buy
124,789
+1,721
+1% +$79.2K 0.01% 952
2024
Q3 		$5.34M Sell
123,068
-13,782
-10% -$572K 0.01% 972
2024
Q2 		$5.72M Sell
136,850
-4,783
-3% -$187K 0.01% 936
2024
Q1 		$5.54M Buy
141,633
+110,012
+348% +$4.13M 0.01% 930
2023
Q4 		$1.13M Sell
31,621
-4,154
-12% -$134K 0.01% 1044
2023
Q3 		$1.12M Sell
35,775
-4,510
-11% -$147K 0.01% 995
2023
Q2 		$1.36M Sell
40,285
-1,732
-4% -$54.9K 0.01% 942
2023
Q1 		$1.38M Buy
42,017
+373
+0.9% +$12K 0.01% 896
2022
Q4 		$1.24M Buy
41,644
+1,919
+5% +$57.9K 0.01% 899
2022
Q3 		$1.13M Sell
39,725
-127
-0.3% -$4.18K 0.02% 664
2022
Q2 		$1.26M Sell
39,852
-7,540
-16% -$258K 0.02% 696
2022
Q1 		$1.78M Buy
47,392
+103
+0.2% +$3.91K 0.03% 603
2021
Q4 		$1.97M Buy
47,289
+9,182
+24% +$363K 0.03% 558
2021
Q3 		$1.38M Buy
38,107
+661
+2% +$25K 0.02% 650
2021
Q2 		$1.43M Buy
37,446
+1,759
+5% +$64.3K 0.02% 640
2021
Q1 		$1.26M Buy
35,687
+2,642
+8% +$92.8K 0.02% 575
2020
Q4 		$1.11M Buy
33,045
+24,195
+273% +$756K 0.02% 627
2020
Q3 		$252K Buy
+8,850
New +$254K 0.02% 537

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

Cetera Investment Advisers's UFOX Position: Q2 2026 in Review

Cetera Investment Advisers increased its Defiance Space and Connective Tech ETF (UFOX) stake by 1.8% in Q2 2026, buying an estimated $223K and bringing the position to 145,261 shares worth $13.8M. The position accounts for 0.01% of the portfolio, ranked #956.

Cetera Investment Advisers first reported a position in UFOX in Q3 2020 and has held it in 24 quarters since. 198 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Cetera Investment Advisers held 145,261 shares of Defiance Space and Connective Tech ETF worth $13.8M as of Q2 2026.
  • Cetera Investment Advisers bought 2,517 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $223K.
  • Defiance Space and Connective Tech ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #956 holding.
  • Cetera Investment Advisers first reported a position in Defiance Space and Connective Tech ETF in Q3 2020 and has held it in 24 quarters since.
  • 198 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.