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

Other funds holding UFOX

KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 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
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM

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. 46 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.
  • 46 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.