Essex Financial Services’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Essex Financial Services’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	$231K	Buy	+2,428	New	+$215K	0.01%	744

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

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

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 $103B AUM 28.65% 1-Year Est. Return

ATC

Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

FFL

Financial Freedom LLC Cincinnati, Ohio $218M AUM 31.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Essex Financial Services's UFOX Position: Q2 2026 in Review

Essex Financial Services opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q2 2026: 2,428 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #744 among its holdings.

153 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

Essex Financial Services held 2,428 shares of Defiance Space and Connective Tech ETF worth $231K as of Q2 2026.
Defiance Space and Connective Tech ETF was a new Essex Financial Services position in Q2 2026.
Defiance Space and Connective Tech ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #744 holding.
153 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.