Equitable Holdings
UFOX icon

Equitable Holdings’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Equitable Holdings’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 		$1.28M Buy
13,456
+1,258
+10% +$112K 0.01% 909
2026
Q1 		$779K Buy
12,198
+5,165
+73% +$347K 0.01% 1069
2025
Q4 		$449K Buy
7,033
+227
+3% +$14.7K ﹤0.01% 1150
2025
Q3 		$420K Buy
6,806
+2,278
+50% +$130K ﹤0.01% 1137
2025
Q2 		$239K Buy
+4,528
New +$204K ﹤0.01% 1301
2025
Q1 		– Sell
-4,461
Closed -$213K – 1397
2024
Q4 		$213K Sell
4,461
-200
-4% -$9.2K ﹤0.01% 1178
2024
Q3 		$202K Sell
4,661
-5,275
-53% -$219K ﹤0.01% 1191
2024
Q2 		$415K Buy
9,936
+100
+1% +$3.9K ﹤0.01% 886
2024
Q1 		$384K Buy
9,836
+100
+1% +$3.75K ﹤0.01% 895
2023
Q4 		$349K Buy
9,736
+1,520
+19% +$49.1K ﹤0.01% 889
2023
Q3 		$257K Sell
8,216
-3,995
-33% -$130K ﹤0.01% 920
2023
Q2 		$411K Buy
12,211
+604
+5% +$19.1K 0.01% 760
2023
Q1 		$381K Buy
11,607
+602
+5% +$19.3K 0.01% 730
2022
Q4 		$329K Sell
11,005
-4,959
-31% -$150K 0.01% 708
2022
Q3 		$455K Buy
15,964
+5,825
+57% +$192K 0.01% 582
2022
Q2 		$319K Buy
10,139
+402
+4% +$13.8K 0.01% 672
2022
Q1 		$366K Sell
9,737
-2,764
-22% -$105K 0.01% 658
2021
Q4 		$521K Sell
12,501
-672
-5% -$26.5K 0.01% 559
2021
Q3 		$478K Buy
13,173
+3,070
+30% +$116K 0.01% 557
2021
Q2 		$384K Sell
10,103
-443
-4% -$16.2K 0.01% 594
2021
Q1 		$371K Buy
10,546
+160
+2% +$5.62K 0.01% 568
2020
Q4 		$349K Buy
10,386
+1,936
+23% +$60.5K 0.01% 532
2020
Q3 		$241K Buy
+8,450
New +$242K 0.01% 559

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Kestra Advisory Services
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

Equitable Holdings's UFOX Position: Q2 2026 in Review

Equitable Holdings increased its Defiance Space and Connective Tech ETF (UFOX) stake by 10% in Q2 2026, buying an estimated $112K and bringing the position to 13,456 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #909.

Equitable Holdings first reported a position in UFOX in Q3 2020 and has held it in 23 quarters since. 198 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Equitable Holdings held 13,456 shares of Defiance Space and Connective Tech ETF worth $1.28M as of Q2 2026.
  • Equitable Holdings bought 1,258 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $112K.
  • Defiance Space and Connective Tech ETF made up 0.01% of Equitable Holdings's portfolio in Q2 2026, its #909 holding.
  • Equitable Holdings first reported a position in Defiance Space and Connective Tech ETF in Q3 2020 and has held it in 23 quarters since.
  • 198 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.