Creative Planning
UFOX

Creative Planning’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Creative Planning’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
Q1 		$1.09M Buy
16,022
+227
+1% +$15.3K ﹤0.01% 2382
2025
Q4 		$1.01M Sell
15,795
-400
-2% -$25.8K ﹤0.01% 2273
2025
Q3 		$999K Buy
16,195
+785
+5% +$44.7K ﹤0.01% 2114
2025
Q2 		$813K Sell
15,410
-424
-3% -$19.1K ﹤0.01% 2033
2025
Q1 		$673K Buy
15,834
+1,390
+10% +$66.1K ﹤0.01% 2039
2024
Q4 		$688K Sell
14,444
-585
-4% -$26.9K ﹤0.01% 1934
2024
Q3 		$652K Sell
15,029
-5,309
-26% -$220K ﹤0.01% 1871
2024
Q2 		$850K Buy
20,338
+4,099
+25% +$160K ﹤0.01% 1535
2024
Q1 		$635K Buy
16,239
+1,060
+7% +$39.8K ﹤0.01% 1677
2023
Q4 		$544K Hold
15,179
– – ﹤0.01% 1658
2023
Q3 		$474K Sell
15,179
-3,744
-20% -$122K ﹤0.01% 1599
2023
Q2 		$637K Sell
18,923
-269
-1% -$8.53K ﹤0.01% 1407
2023
Q1 		$629K Sell
19,192
-958
-5% -$30.7K ﹤0.01% 1335
2022
Q4 		$602K Sell
20,150
-323
-2% -$9.75K ﹤0.01% 1325
2022
Q3 		$584K Sell
20,473
-1,590
-7% -$52.4K ﹤0.01% 1239
2022
Q2 		$695K Sell
22,063
-2,031
-8% -$69.5K ﹤0.01% 1138
2022
Q1 		$904K Buy
24,094
+273
+1% +$10.4K ﹤0.01% 1036
2021
Q4 		$993K Buy
23,821
+257
+1% +$10.1K ﹤0.01% 962
2021
Q3 		$856K Buy
23,564
+90
+0.4% +$3.41K ﹤0.01% 1026
2021
Q2 		$893K Sell
23,474
-253
-1% -$9.25K ﹤0.01% 985
2021
Q1 		$835K Buy
23,727
+6,090
+35% +$214K ﹤0.01% 1134
2020
Q4 		$593K Buy
17,637
+4,947
+39% +$155K ﹤0.01% 1215
2020
Q3 		$361K Buy
12,690
+2,560
+25% +$73.4K ﹤0.01% 1304
2020
Q2 		$276K Buy
+10,130
New +$256K ﹤0.01% 1363

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $324B AUM 22.36% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Creative Planning's UFOX Position: Q1 2026 in Review

Creative Planning increased its Defiance Space and Connective Tech ETF (UFOX) stake by 1.4% in Q1 2026, buying an estimated $15.3K and bringing the position to 16,022 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #2382.

Creative Planning first reported a position in UFOX in Q2 2020 and has held it in 24 quarters since. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Creative Planning held 16,022 shares of Defiance Space and Connective Tech ETF worth $1.09M as of Q1 2026.
  • Creative Planning bought 227 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $15.3K.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2382 holding.
  • Creative Planning first reported a position in Defiance Space and Connective Tech ETF in Q2 2020 and has held it in 24 quarters since.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.