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 Q1	$488K	Buy	+7,152	New	+$481K	0.03%	254

Other funds holding UFOX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Evergreen Wealth Solutions's UFOX Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q1 2026: 7,152 shares worth $488K. The stake represents 0.03% of the portfolio and ranks #254 among its holdings.

161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

Evergreen Wealth Solutions held 7,152 shares of Defiance Space and Connective Tech ETF worth $488K as of Q1 2026.
Defiance Space and Connective Tech ETF was a new Evergreen Wealth Solutions position in Q1 2026.
Defiance Space and Connective Tech ETF made up 0.03% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #254 holding.
161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.