SUCCESSION FINANCIAL, INC.’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

SUCCESSION FINANCIAL, 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 Q2	$420K	Buy	+4,421	New	+$392K	0.4%	27

Other funds holding UFOX

LPL Financial San Diego, California $445B AUM 25.58% 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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

ATC

Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

FFL

Financial Freedom LLC Cincinnati, Ohio $218M AUM 31.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

SUCCESSION FINANCIAL, INC.'s UFOX Position: Q2 2026 in Review

SUCCESSION FINANCIAL, INC. opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q2 2026: 4,421 shares worth $420K. The stake represents 0.4% of the portfolio and ranks #27 among its holdings.

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

SUCCESSION FINANCIAL, INC. held 4,421 shares of Defiance Space and Connective Tech ETF worth $420K as of Q2 2026.
Defiance Space and Connective Tech ETF was a new SUCCESSION FINANCIAL, INC. position in Q2 2026.
Defiance Space and Connective Tech ETF made up 0.4% of SUCCESSION FINANCIAL, INC.'s portfolio in Q2 2026, its #27 holding.
115 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on SUCCESSION FINANCIAL, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.