Estate Planners Group’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-1,762
Closed -$112K 450
2025
Q4
$112K Buy
+1,762
New +$114K 0.05% 93

Other funds holding UFOX

Estate Planners Group's UFOX Position: Q1 2026 in Review

Estate Planners Group sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2026, closing a stake of 1,762 shares — an estimated $112K sold.

Estate Planners Group first reported a position in UFOX in Q4 2025 and held it in 1 quarter. The position peaked at $112K in Q4 2025. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Estate Planners Group reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 1,762 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $112K.
  • Estate Planners Group first reported a position in Defiance Space and Connective Tech ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Defiance Space and Connective Tech ETF position peaked at $112K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.