Global Retirement Partners
UFOX icon

Global Retirement Partners’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Global Retirement Partners’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 		$60.5K Buy
+636
New +$56.4K ﹤0.01% 2390
2025
Q4 		$40.6K Hold
636
– – ﹤0.01% 2472
2025
Q3 		$39.2K Sell
636
-22
-3% -$1.25K ﹤0.01% 2034
2025
Q2 		$34.7K Buy
+658
New +$29.6K ﹤0.01% 1971
2024
Q4 		$18.9K Hold
397
– – ﹤0.01% 2117
2024
Q3 		$17.2K Buy
397
+2
+0.5% +$83 ﹤0.01% 2060
2024
Q2 		$16.5K Hold
395
– – ﹤0.01% 2083
2024
Q1 		$15.4K Hold
395
– – ﹤0.01% 1920
2023
Q4 		$14.2K Sell
395
-300
-43% -$9.7K ﹤0.01% 1917
2023
Q3 		$21.4K Sell
695
-100
-13% -$3.26K ﹤0.01% 1622
2023
Q2 		$26.8K Sell
795
-217
-21% -$6.88K ﹤0.01% 1550
2023
Q1 		$30.3K Sell
1,012
-1,084
-52% -$34.7K ﹤0.01% 1459
2022
Q4 		$62.6K Buy
2,096
+462
+28% +$13.9K ﹤0.01% 995
2022
Q3 		$49K Hold
1,634
– – ﹤0.01% 1021
2022
Q2 		$51K Hold
1,634
– – ﹤0.01% 990
2022
Q1 		$55K Buy
+1,634
New +$62.1K ﹤0.01% 962
2021
Q4 		– Sell
-2,123
Closed -$77K – 1880
2021
Q3 		$77K Buy
2,123
+13
+0.6% +$492 0.01% 726
2021
Q2 		$80K Sell
2,110
-67
-3% -$2.45K 0.01% 696
2021
Q1 		$77K Buy
2,177
+1,652
+315% +$58K 0.01% 644
2020
Q4 		$18K Sell
525
-96
-15% -$3K ﹤0.01% 1073
2020
Q3 		$18K Buy
621
+427
+220% +$12.2K ﹤0.01% 971
2020
Q2 		$5K Hold
194
– – ﹤0.01% 1310
2020
Q1 		$4K Buy
+194
New +$4.82K ﹤0.01% 1305

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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 $1.39B AUM 24.28% 1-Year Est. Return
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

Global Retirement Partners's UFOX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q2 2026: 636 shares worth $60.5K. The stake represents ﹤0.01% of the portfolio and ranks #2390 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in UFOX as recently as Q4 2025.

Global Retirement Partners first reported a position in UFOX in Q1 2020 and has held it in 23 quarters since. The position peaked at $80K in Q2 2021. 198 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Global Retirement Partners held 636 shares of Defiance Space and Connective Tech ETF worth $60.5K as of Q2 2026.
  • Defiance Space and Connective Tech ETF was a new Global Retirement Partners position in Q2 2026.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2390 holding.
  • Global Retirement Partners first reported a position in Defiance Space and Connective Tech ETF in Q1 2020 and has held it in 23 quarters since.
  • Global Retirement Partners's Defiance Space and Connective Tech ETF position peaked at $80K in Q2 2021.
  • 198 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.