Crosspoint Financial’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Crosspoint Financial’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	$1.42M	Sell	20,895 -1,001	-5%	-$67.3K	3.58%	8
2025 Q4	$1.4M	Buy	21,896 +1	+0%	+$65	3.29%	7
2025 Q3	$1.35M	Hold	21,895	–	–	3.32%	7
2025 Q2	$1.16M	Hold	21,895	–	–	3.09%	6
2025 Q1	$931K	Buy	+21,895	New	+$1.04M	2.69%	9
2024 Q3	$1.19M	Sell	27,330 -6,700	-20%	-$278K	4.07%	5
2024 Q2	$1.42M	Sell	34,030 -1,900	-5%	-$74.1K	5.81%	5
2024 Q1	$1.4M	Sell	35,930 -2,050	-5%	-$77K	12%	4
2023 Q4	$1.36M	Sell	37,980 -14,347	-27%	-$464K	13.53%	4
2023 Q3	$1.64M	Sell	52,327 -16,254	-24%	-$530K	17.29%	2
2023 Q2	$2.31M	Sell	68,581 -840	-1%	-$26.6K	23.49%	2
2023 Q1	$2.28M	Buy	69,421 +16	+0%	+$513	24.51%	2
2022 Q4	$2.07M	Buy	+69,405	New	+$2.1M	22.83%	2

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Crosspoint Financial's UFOX Position: Q1 2026 in Review

Crosspoint Financial reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 4.6% in Q1 2026, selling an estimated $67.3K and leaving 20,895 shares worth $1.42M. The position accounts for 3.58% of the portfolio, ranked #8.

Crosspoint Financial first reported a position in UFOX in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.31M in Q2 2023. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

Crosspoint Financial held 20,895 shares of Defiance Space and Connective Tech ETF worth $1.42M as of Q1 2026.
Crosspoint Financial sold 1,001 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $67.3K.
Defiance Space and Connective Tech ETF made up 3.58% of Crosspoint Financial's portfolio in Q1 2026, its #8 holding.
Crosspoint Financial first reported a position in Defiance Space and Connective Tech ETF in Q4 2022 and has held it in 13 quarters since.
Crosspoint Financial's Defiance Space and Connective Tech ETF position peaked at $2.31M in Q2 2023.
161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Crosspoint Financial's 13F filing for Q1 2026, filed 13 May 2026.