GRP
UFOX

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
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 $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
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
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Global Retirement Partners's UFOX Position: Q4 2025 in Review

Global Retirement Partners held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q4 2025 at 636 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2472.

Global Retirement Partners first reported a position in UFOX in Q1 2020 and has held it in 22 quarters since. The position peaked at $80K in Q2 2021. 158 funds tracked by Wall St. Rank hold UFOX as of Q4 2025.

  • Global Retirement Partners held 636 shares of Defiance Space and Connective Tech ETF worth $40.6K as of Q4 2025.
  • Global Retirement Partners left its Defiance Space and Connective Tech ETF share count unchanged in Q4 2025.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2472 holding.
  • Global Retirement Partners first reported a position in Defiance Space and Connective Tech ETF in Q1 2020 and has held it in 22 quarters since.
  • Global Retirement Partners's Defiance Space and Connective Tech ETF position peaked at $80K in Q2 2021.
  • 158 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.