HI
UFOX

Harbour Investments’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Harbour Investments’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 		$1.17M Sell
17,155
-253
-1% -$17K 0.02% 707
2025
Q4 		$1.11M Sell
17,408
-13
-0.1% -$840 0.02% 571
2025
Q3 		$1.07M Buy
17,421
+166
+1% +$9.45K 0.02% 540
2025
Q2 		$910K Sell
17,255
-84
-0.5% -$3.78K 0.02% 562
2025
Q1 		$737K Sell
17,339
-70
-0.4% -$3.33K 0.02% 589
2024
Q4 		$830K Buy
17,409
+8
+0% +$368 0.02% 526
2024
Q3 		$755K Sell
17,401
-857
-5% -$35.6K 0.02% 538
2024
Q2 		$763K Sell
18,258
-363
-2% -$14.2K 0.03% 495
2024
Q1 		$728K Buy
18,621
+13,182
+242% +$495K 0.03% 483
2023
Q4 		$195K Buy
5,439
+1,950
+56% +$63K 0.01% 861
2023
Q3 		$109K Sell
3,489
-123
-3% -$4.01K 0.01% 1024
2023
Q2 		$122K Buy
3,612
+990
+38% +$31.4K 0.01% 979
2023
Q1 		$86K Sell
2,622
-333
-11% -$10.7K ﹤0.01% 1109
2022
Q4 		$88.3K Sell
2,955
-4,338
-59% -$131K 0.01% 1064
2022
Q3 		$230K Hold
7,293
– – 0.02% 639
2022
Q2 		$230K Buy
+7,293
New +$250K 0.02% 639
2021
Q4 		$815K Sell
19,551
-201
-1% -$7.94K 0.05% 342
2021
Q3 		$717K Buy
19,752
+6,037
+44% +$229K 0.02% 527
2021
Q2 		$522K Buy
13,715
+1,899
+16% +$69.4K 0.02% 664
2021
Q1 		$416K Buy
+11,816
New +$415K 0.02% 679

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Harbour Investments's UFOX Position: Q1 2026 in Review

Harbour Investments reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 1.5% in Q1 2026, selling an estimated $17K and leaving 17,155 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #707.

Harbour Investments first reported a position in UFOX in Q1 2021 and has held it in 20 quarters since. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Harbour Investments held 17,155 shares of Defiance Space and Connective Tech ETF worth $1.17M as of Q1 2026.
  • Harbour Investments sold 253 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $17K.
  • Defiance Space and Connective Tech ETF made up 0.02% of Harbour Investments's portfolio in Q1 2026, its #707 holding.
  • Harbour Investments first reported a position in Defiance Space and Connective Tech ETF in Q1 2021 and has held it in 20 quarters since.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.