EWA
UFOX

Elevate Wealth Advisory’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Elevate Wealth Advisory’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
Q4 		– Sell
-3,852
Closed -$238K – 129
2025
Q3 		$238K Hold
3,852
– – 0.17% 63
2025
Q2 		$203K Buy
+3,852
New +$174K 0.14% 75

Other funds holding UFOX

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Elevate Wealth Advisory's UFOX Position: Q4 2025 in Review

Elevate Wealth Advisory sold out of Defiance Space and Connective Tech ETF (UFOX) in Q4 2025, closing a stake of 3,852 shares — an estimated $238K sold.

Elevate Wealth Advisory first reported a position in UFOX in Q2 2025 and held it in 2 quarters. The position peaked at $238K in Q3 2025. 158 funds tracked by Wall St. Rank hold UFOX as of Q4 2025.

  • Elevate Wealth Advisory reported no remaining Defiance Space and Connective Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Elevate Wealth Advisory sold 3,852 Defiance Space and Connective Tech ETF shares in Q4 2025, an estimated $238K.
  • Elevate Wealth Advisory first reported a position in Defiance Space and Connective Tech ETF in Q2 2025 and held it in 2 quarters.
  • Elevate Wealth Advisory's Defiance Space and Connective Tech ETF position peaked at $238K in Q3 2025.
  • 158 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2025.

Based on Elevate Wealth Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.