EFG
UFOX

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

Ehrlich Financial Group’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 		– Sell
-10,704
Closed -$730K – 128
2026
Q1 		$730K Buy
+10,704
New +$719K 0.42% 64

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UBS Group
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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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Ehrlich Financial Group's UFOX Position: Q2 2026 in Review

Ehrlich Financial Group sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2026, closing a stake of 10,704 shares — an estimated $730K sold.

Ehrlich Financial Group first reported a position in UFOX in Q1 2026 and held it in 1 quarter. The position peaked at $730K in Q1 2026. 197 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Ehrlich Financial Group reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Ehrlich Financial Group sold 10,704 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $730K.
  • Ehrlich Financial Group first reported a position in Defiance Space and Connective Tech ETF in Q1 2026 and held it in 1 quarter.
  • Ehrlich Financial Group's Defiance Space and Connective Tech ETF position peaked at $730K in Q1 2026.
  • 197 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.