CIA
UFOX

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

Concurrent Investment 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 		$360K Sell
3,793
-879
-19% -$78K ﹤0.01% 1583
2026
Q1 		$319K Buy
4,672
+958
+26% +$64.4K ﹤0.01% 1463
2025
Q4 		$237K Hold
3,714
– – ﹤0.01% 1545
2025
Q3 		$229K Buy
+3,714
New +$211K ﹤0.01% 1283

Other funds holding UFOX

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Concurrent Investment Advisors's UFOX Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 19% in Q2 2026, selling an estimated $78K and leaving 3,793 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

Concurrent Investment Advisors first reported a position in UFOX in Q3 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Concurrent Investment Advisors held 3,793 shares of Defiance Space and Connective Tech ETF worth $360K as of Q2 2026.
  • Concurrent Investment Advisors sold 879 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $78K.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1583 holding.
  • Concurrent Investment Advisors first reported a position in Defiance Space and Connective Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 76 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.