CA
UFOX

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

COFG 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
Q2 		$317K Buy
3,330
+4
+0.1% +$355 0.05% 243
2026
Q1 		$227K Buy
+3,326
New +$224K 0.06% 224

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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 $103B AUM 28.65% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

COFG Advisors's UFOX Position: Q2 2026 in Review

COFG Advisors increased its Defiance Space and Connective Tech ETF (UFOX) stake by 0.12% in Q2 2026, buying an estimated $355 and bringing the position to 3,330 shares worth $317K. The position accounts for 0.05% of the portfolio, ranked #243.

COFG Advisors first reported a position in UFOX in Q1 2026 and has held it in 2 quarters since. 196 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • COFG Advisors held 3,330 shares of Defiance Space and Connective Tech ETF worth $317K as of Q2 2026.
  • COFG Advisors bought 4 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $355.
  • Defiance Space and Connective Tech ETF made up 0.05% of COFG Advisors's portfolio in Q2 2026, its #243 holding.
  • COFG Advisors first reported a position in Defiance Space and Connective Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • 196 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.