GSWM
UFOX

Golden State Wealth Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Golden State Wealth Management’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 		$15.5K Hold
163
– – ﹤0.01% 1003
2026
Q1 		$11.1K Hold
163
– – ﹤0.01% 1067
2025
Q4 		$10.4K Hold
163
– – ﹤0.01% 1094
2025
Q3 		$10.1K Hold
163
– – ﹤0.01% 1105
2025
Q2 		$8.6K Hold
163
– – ﹤0.01% 1110
2025
Q1 		$6.93K Hold
163
– – ﹤0.01% 1093
2024
Q4 		$7.77K Buy
+163
New +$7.5K ﹤0.01% 1019

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

Golden State Wealth Management's UFOX Position: Q2 2026 in Review

Golden State Wealth Management held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q2 2026 at 163 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Golden State Wealth Management first reported a position in UFOX in Q4 2024 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Golden State Wealth Management held 163 shares of Defiance Space and Connective Tech ETF worth $15.5K as of Q2 2026.
  • Golden State Wealth Management left its Defiance Space and Connective Tech ETF share count unchanged in Q2 2026.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1003 holding.
  • Golden State Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q4 2024 and has held it in 7 quarters since.
  • 76 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.