EWA
UFOX

EverSource Wealth Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

EverSource Wealth Advisors’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 		– Sell
-4,107
Closed -$280K – 4567
2026
Q1 		$280K Buy
+4,107
New +$276K 0.01% 878
2025
Q3 		– Sell
-106
Closed -$5.59K – 4503
2025
Q2 		$5.59K Sell
106
-1,118
-91% -$50.4K ﹤0.01% 3117
2025
Q1 		$52K Hold
1,224
– – ﹤0.01% 1224
2024
Q4 		$58.3K Hold
1,224
– – ﹤0.01% 1117
2024
Q3 		$53.1K Hold
1,224
– – ﹤0.01% 1047
2024
Q2 		$50.8K Hold
1,224
– – ﹤0.01% 1081
2024
Q1 		$45K Buy
+1,224
New +$46K ﹤0.01% 1022

Other funds holding UFOX

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

EverSource Wealth Advisors's UFOX Position: Q2 2026 in Review

EverSource Wealth Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2026, closing a stake of 4,107 shares — an estimated $280K sold.

EverSource Wealth Advisors first reported a position in UFOX in Q1 2024 and held it in 7 quarters. The position peaked at $280K in Q1 2026. 76 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 4,107 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $280K.
  • EverSource Wealth Advisors first reported a position in Defiance Space and Connective Tech ETF in Q1 2024 and held it in 7 quarters.
  • EverSource Wealth Advisors's Defiance Space and Connective Tech ETF position peaked at $280K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.