DFA
UFOX

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

DHJJ Financial 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
2025
Q3 		– Sell
-500
Closed -$26.4K – 1023
2025
Q2 		$26.4K Buy
+500
New +$22.5K 0.01% 442

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KL
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

DHJJ Financial Advisors's UFOX Position: Q3 2025 in Review

DHJJ Financial Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q3 2025, closing a stake of 500 shares — an estimated $26.4K sold.

DHJJ Financial Advisors first reported a position in UFOX in Q2 2025 and held it in 1 quarter. The position peaked at $26.4K in Q2 2025. 156 funds tracked by Wall St. Rank hold UFOX as of Q3 2025.

  • DHJJ Financial Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q3 2025 after selling out during the quarter.
  • DHJJ Financial Advisors sold 500 Defiance Space and Connective Tech ETF shares in Q3 2025, an estimated $26.4K.
  • DHJJ Financial Advisors first reported a position in Defiance Space and Connective Tech ETF in Q2 2025 and held it in 1 quarter.
  • DHJJ Financial Advisors's Defiance Space and Connective Tech ETF position peaked at $26.4K in Q2 2025.
  • 156 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2025.

Based on DHJJ Financial Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.