EWS
UFOX

Eagle Wealth Strategies’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Eagle Wealth Strategies’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 		$245K Sell
2,583
-1,772
-41% -$157K 0.09% 98
2026
Q1 		$297K Buy
4,355
+5
+0.1% +$336 0.13% 78
2025
Q4 		$278K Buy
4,350
+7
+0.2% +$452 0.13% 81
2025
Q3 		$268K Buy
4,343
+5
+0.1% +$285 0.13% 87
2025
Q2 		$229K Buy
+4,338
New +$195K 0.13% 87
2025
Q1 		– Sell
-4,322
Closed -$206K – 113
2024
Q4 		$206K Buy
+4,322
New +$199K 0.15% 98

Other funds holding UFOX

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

Eagle Wealth Strategies's UFOX Position: Q2 2026 in Review

Eagle Wealth Strategies reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 41% in Q2 2026, selling an estimated $157K and leaving 2,583 shares worth $245K. The position accounts for 0.09% of the portfolio, ranked #98.

Eagle Wealth Strategies first reported a position in UFOX in Q4 2024 and has held it in 6 quarters since. The position peaked at $297K in Q1 2026. 76 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Eagle Wealth Strategies held 2,583 shares of Defiance Space and Connective Tech ETF worth $245K as of Q2 2026.
  • Eagle Wealth Strategies sold 1,772 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $157K.
  • Defiance Space and Connective Tech ETF made up 0.09% of Eagle Wealth Strategies's portfolio in Q2 2026, its #98 holding.
  • Eagle Wealth Strategies first reported a position in Defiance Space and Connective Tech ETF in Q4 2024 and has held it in 6 quarters since.
  • Eagle Wealth Strategies's Defiance Space and Connective Tech ETF position peaked at $297K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.