EWS
UFOX

Evergreen Wealth Solutions’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Evergreen Wealth Solutions’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 		$628K Buy
7,161
+9
+0.1% +$799 0.03% 276
2026
Q1 		$488K Buy
+7,152
New +$481K 0.03% 254

Other funds holding UFOX

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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 $1.38B AUM 33.35% 1-Year Est. Return
KAS
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

Evergreen Wealth Solutions's UFOX Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Defiance Space and Connective Tech ETF (UFOX) stake by 0.13% in Q2 2026, buying an estimated $799 and bringing the position to 7,161 shares worth $628K. The position accounts for 0.03% of the portfolio, ranked #276.

Evergreen Wealth Solutions first reported a position in UFOX in Q1 2026 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Evergreen Wealth Solutions held 7,161 shares of Defiance Space and Connective Tech ETF worth $628K as of Q2 2026.
  • Evergreen Wealth Solutions bought 9 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $799.
  • Defiance Space and Connective Tech ETF made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #276 holding.
  • Evergreen Wealth Solutions first reported a position in Defiance Space and Connective Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.