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

Crewe 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	$38K	Hold	400	–	–	﹤0.01%	486
2026 Q1	$27.3K	Hold	400	–	–	﹤0.01%	459
2025 Q4	$25.5K	Hold	400	–	–	﹤0.01%	444
2025 Q3	$24.7K	Hold	400	–	–	﹤0.01%	460
2025 Q2	$21.1K	Hold	400	–	–	﹤0.01%	360
2025 Q1	$17K	Hold	400	–	–	﹤0.01%	366
2024 Q4	$19.1K	Hold	400	–	–	﹤0.01%	359
2024 Q3	$17.4K	Hold	400	–	–	﹤0.01%	419
2024 Q2	$16.7K	Hold	400	–	–	﹤0.01%	586
2024 Q1	$15.6K	Hold	400	–	–	﹤0.01%	537
2023 Q4	$14.3K	Hold	400	–	–	﹤0.01%	180
2023 Q3	$12.5K	Hold	400	–	–	﹤0.01%	229
2023 Q2	$13.5K	Hold	400	–	–	﹤0.01%	377
2023 Q1	$13.1K	Buy	+400	New	+$12.8K	﹤0.01%	500

Other funds holding UFOX

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

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

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 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

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Crewe Advisors's UFOX Position: Q2 2026 in Review

Crewe Advisors held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q2 2026 at 400 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Crewe Advisors first reported a position in UFOX in Q1 2023 and has held it in 14 quarters since. 76 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

Crewe Advisors held 400 shares of Defiance Space and Connective Tech ETF worth $38K as of Q2 2026.
Crewe Advisors left its Defiance Space and Connective Tech ETF share count unchanged in Q2 2026.
Defiance Space and Connective Tech ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #486 holding.
Crewe Advisors first reported a position in Defiance Space and Connective Tech ETF in Q1 2023 and has held it in 14 quarters since.
76 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.