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Gould Asset Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Gould Asset 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 		$361K Buy
+3,800
New +$337K 0.06% 138
2026
Q1 		– Sell
-3,800
Closed -$243K – 176
2025
Q4 		$243K Hold
3,800
– – 0.04% 156
2025
Q3 		$234K Hold
3,800
– – 0.04% 157
2025
Q2 		$200K Buy
+3,800
New +$171K 0.04% 164

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

Gould Asset Management's UFOX Position: Q2 2026 in Review

Gould Asset Management opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q2 2026: 3,800 shares worth $361K. The stake represents 0.06% of the portfolio and ranks #138 among its holdings. This is a return to the name: Gould Asset Management previously reported a position in UFOX as recently as Q4 2025.

Gould Asset Management first reported a position in UFOX in Q2 2025 and has held it in 4 quarters since. 198 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Gould Asset Management held 3,800 shares of Defiance Space and Connective Tech ETF worth $361K as of Q2 2026.
  • Defiance Space and Connective Tech ETF was a new Gould Asset Management position in Q2 2026.
  • Defiance Space and Connective Tech ETF made up 0.06% of Gould Asset Management's portfolio in Q2 2026, its #138 holding.
  • Gould Asset Management first reported a position in Defiance Space and Connective Tech ETF in Q2 2025 and has held it in 4 quarters since.
  • 198 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.