Creekmur Asset Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Creekmur Asset Management’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
2025 Q3	$6.08K	Buy	99 +1	+1%	+$57	﹤0.01%	551
2025 Q2	$5.19K	Sell	98 -98	-50%	-$4.42K	﹤0.01%	571
2025 Q1	$8.35K	Hold	196	–	–	﹤0.01%	508
2024 Q4	$9.35K	Hold	196	–	–	﹤0.01%	436
2024 Q3	$8.49K	Buy	196 +1	+0.5%	+$42	﹤0.01%	464
2024 Q2	$8.16K	Hold	195	–	–	﹤0.01%	525
2024 Q1	$7.61K	Buy	195 +1	+0.5%	+$38	﹤0.01%	509
2023 Q4	$6.95K	Buy	+194	New	+$6.27K	﹤0.01%	561

Other funds holding UFOX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWGC

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 33.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Creekmur Asset Management's UFOX Position: Q3 2025 in Review

Creekmur Asset Management increased its Defiance Space and Connective Tech ETF (UFOX) stake by 1% in Q3 2025, buying an estimated $57 and bringing the position to 99 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Creekmur Asset Management first reported a position in UFOX in Q4 2023 and has held it in 8 quarters since. The position peaked at $9.35K in Q4 2024. 156 funds tracked by Wall St. Rank hold UFOX as of Q3 2025.

Creekmur Asset Management held 99 shares of Defiance Space and Connective Tech ETF worth $6.08K as of Q3 2025.
Creekmur Asset Management bought 1 Defiance Space and Connective Tech ETF share in Q3 2025, an estimated $57.
Defiance Space and Connective Tech ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #551 holding.
Creekmur Asset Management first reported a position in Defiance Space and Connective Tech ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's Defiance Space and Connective Tech ETF position peaked at $9.35K in Q4 2024.
156 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.