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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 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. 198 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.
198 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.