Claro Advisors
UFOX icon

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

Claro 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
Q3 		$378K Sell
4,444
-195
-4% -$16.4K 0.04% 348
2026
Q2 		$441K Sell
4,639
-56
-1% -$4.97K 0.05% 301
2026
Q1 		$320K Sell
4,695
-50
-1% -$3.36K 0.04% 351
2025
Q4 		$303K Buy
4,745
+20
+0.4% +$1.29K 0.04% 325
2025
Q3 		$291K Sell
4,725
-55
-1% -$3.13K 0.04% 319
2025
Q2 		$252K Sell
4,780
-1,582
-25% -$71.3K 0.04% 322
2025
Q1 		$270K Sell
6,362
-535
-8% -$25.4K 0.04% 413
2024
Q4 		$329K Sell
6,897
-766
-10% -$35.2K 0.04% 333
2024
Q3 		$332K Sell
7,663
-450
-6% -$18.7K 0.04% 347
2024
Q2 		$339K Sell
8,113
-750
-8% -$29.2K 0.05% 299
2024
Q1 		$346K Sell
8,863
-532
-6% -$20K 0.06% 291
2023
Q4 		$337K Sell
9,395
-4,217
-31% -$136K 0.07% 269
2023
Q3 		$425K Sell
13,612
-760
-5% -$24.8K 0.11% 217
2023
Q2 		$484K Sell
14,372
-870
-6% -$27.6K 0.12% 199
2023
Q1 		$500K Buy
15,242
+8
+0.1% +$256 0.15% 179
2022
Q4 		$455K Buy
15,234
+14
+0.1% +$423 0.15% 174
2022
Q3 		$480K Hold
15,220
– – 0.19% 131
2022
Q2 		$480K Buy
15,220
+838
+6% +$28.7K 0.19% 131
2022
Q1 		$600K Hold
14,382
– – 0.22% 125
2021
Q4 		$600K Buy
14,382
+1,327
+10% +$52.4K 0.22% 125
2021
Q3 		$474K Buy
13,055
+925
+8% +$35K 0.2% 138
2021
Q2 		$462K Buy
12,130
+2,365
+24% +$86.5K 0.21% 135
2021
Q1 		$344K Buy
9,765
+1,745
+22% +$61.3K 0.17% 146
2020
Q4 		$269K Buy
+8,020
New +$250K 0.14% 165

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return
Financial Freedom LLC
Financial Freedom LLC Cincinnati, Ohio $218M AUM 21.75% 1-Year Est. Return
Advantage Trust Company
Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Claro Advisors's UFOX Position: Q3 2026 in Review

Claro Advisors reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 4.2% in Q3 2026, selling an estimated $16.4K and leaving 4,444 shares worth $378K. The position accounts for 0.04% of the portfolio, ranked #348.

Claro Advisors first reported a position in UFOX in Q4 2020 and has held it in 24 quarters since. The position peaked at $600K in Q1 2022. 95 funds tracked by Wall St. Rank hold UFOX as of Q3 2026.

  • Claro Advisors held 4,444 shares of Defiance Space and Connective Tech ETF worth $378K as of Q3 2026.
  • Claro Advisors sold 195 Defiance Space and Connective Tech ETF shares in Q3 2026, an estimated $16.4K.
  • Defiance Space and Connective Tech ETF made up 0.04% of Claro Advisors's portfolio in Q3 2026, its #348 holding.
  • Claro Advisors first reported a position in Defiance Space and Connective Tech ETF in Q4 2020 and has held it in 24 quarters since.
  • Claro Advisors's Defiance Space and Connective Tech ETF position peaked at $600K in Q1 2022.
  • 95 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.