Financial Freedom LLC’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Financial Freedom LLC’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	$2.52M	Buy	37,015 +227	+0.6%	+$15.3K	1.26%	23
2025 Q4	$2.35M	Buy	36,788 +5,959	+19%	+$385K	1.17%	27
2025 Q3	$1.9M	Buy	30,829 +17,386	+129%	+$990K	0.95%	28
2025 Q2	$709K	Buy	13,443 +790	+6%	+$35.6K	0.38%	51
2025 Q1	$538K	Buy	12,653 +517	+4%	+$24.6K	0.31%	56
2024 Q4	$578K	Buy	12,136 +16	+0.1%	+$736	0.3%	56
2024 Q3	$526K	Buy	12,120 +17	+0.1%	+$706	0.28%	59
2024 Q2	$506K	Buy	12,103 +21	+0.2%	+$819	0.29%	57
2024 Q1	$472K	Sell	12,082 -620	-5%	-$23.3K	0.28%	60
2023 Q4	$455K	Hold	12,702	–	–	0.29%	60
2023 Q3	$397K	Buy	12,702 +34	+0.3%	+$1.11K	0.28%	59
2023 Q2	$426K	Buy	12,668 +44	+0.3%	+$1.4K	0.3%	56
2023 Q1	$414K	Buy	12,624 +4,198	+50%	+$135K	0.3%	54
2022 Q4	$252K	Buy	+8,426	New	+$254K	0.17%	64

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 $31B AUM 28.39% 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 $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Financial Freedom LLC's UFOX Position: Q1 2026 in Review

Financial Freedom LLC increased its Defiance Space and Connective Tech ETF (UFOX) stake by 0.62% in Q1 2026, buying an estimated $15.3K and bringing the position to 37,015 shares worth $2.52M. The position accounts for 1.26% of the portfolio, ranked #23.

Financial Freedom LLC first reported a position in UFOX in Q4 2022 and has held it in 14 quarters since. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

Financial Freedom LLC held 37,015 shares of Defiance Space and Connective Tech ETF worth $2.52M as of Q1 2026.
Financial Freedom LLC bought 227 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $15.3K.
Defiance Space and Connective Tech ETF made up 1.26% of Financial Freedom LLC's portfolio in Q1 2026, its #23 holding.
Financial Freedom LLC first reported a position in Defiance Space and Connective Tech ETF in Q4 2022 and has held it in 14 quarters since.
161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.