Guardian Wealth Advisors (North Carolina)’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$1.79M	Hold	26,271	–	–	0.11%	111
2025 Q4	$1.68M	Hold	26,271	–	–	0.1%	115
2025 Q3	$1.62M	Sell	26,271 -200	-0.8%	-$11.4K	0.11%	113
2025 Q2	$1.4M	Sell	26,471 -200	-0.7%	-$9.01K	0.1%	108
2025 Q1	$1.13M	Hold	26,671	–	–	0.09%	118
2024 Q4	$1.27M	Hold	26,671	–	–	0.1%	114
2024 Q3	$1.16M	Hold	26,671	–	–	0.12%	94
2024 Q2	$1.11M	Hold	26,671	–	–	0.13%	91
2024 Q1	$1.04M	Hold	26,671	–	–	0.13%	96
2023 Q4	$956K	Sell	26,671 -600	-2%	-$19.4K	0.15%	89
2023 Q3	$852K	Hold	27,271	–	–	0.14%	88
2023 Q2	$918K	Sell	27,271 -1,000	-4%	-$31.7K	0.16%	79
2023 Q1	$927K	Sell	28,271 -1,535	-5%	-$49.2K	0.16%	78
2022 Q4	$890K	Sell	29,806 -5,059	-15%	-$153K	0.17%	75
2022 Q3	$994K	Sell	34,865 -242	-0.7%	-$7.97K	0.19%	63
2022 Q2	$1.11M	Buy	35,107 +13,584	+63%	+$465K	0.2%	58
2022 Q1	$808K	Sell	21,523 -193	-0.9%	-$7.33K	0.35%	51
2021 Q4	$906K	Buy	+21,716	New	+$857K	0.39%	49

Other funds holding UFOX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s UFOX Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q1 2026 at 26,271 shares worth $1.79M. The position accounts for 0.11% of the portfolio, ranked #111.

Guardian Wealth Advisors (North Carolina) first reported a position in UFOX in Q4 2021 and has held it in 18 quarters since. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 26,271 shares of Defiance Space and Connective Tech ETF worth $1.79M as of Q1 2026.
Guardian Wealth Advisors (North Carolina) left its Defiance Space and Connective Tech ETF share count unchanged in Q1 2026.
Defiance Space and Connective Tech ETF made up 0.11% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #111 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Defiance Space and Connective Tech ETF in Q4 2021 and has held it in 18 quarters since.
161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.