Foundations Investment Advisors
UFOX icon

Foundations Investment Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Foundations Investment 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 		$201K Sell
2,120
-3,667
-63% -$325K ﹤0.01% 1149
2026
Q1 		$395K Buy
+5,787
New +$389K ﹤0.01% 798

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KL
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Kestra Advisory Services
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

Foundations Investment Advisors's UFOX Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 63% in Q2 2026, selling an estimated $325K and leaving 2,120 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #1149.

Foundations Investment Advisors first reported a position in UFOX in Q1 2026 and has held it in 2 quarters since. The position peaked at $395K in Q1 2026. 198 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Foundations Investment Advisors held 2,120 shares of Defiance Space and Connective Tech ETF worth $201K as of Q2 2026.
  • Foundations Investment Advisors sold 3,667 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $325K.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1149 holding.
  • Foundations Investment Advisors first reported a position in Defiance Space and Connective Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • Foundations Investment Advisors's Defiance Space and Connective Tech ETF position peaked at $395K in Q1 2026.
  • 198 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.