HB Wealth Management
UFOX icon

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

HB 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 		$241K Buy
+2,537
New +$225K ﹤0.01% 1495
2022
Q2 		– Sell
-6,256
Closed -$235K – 633
2022
Q1 		$235K Sell
6,256
-7,783
-55% -$296K ﹤0.01% 522
2021
Q4 		$585K Buy
+14,039
New +$554K 0.01% 293

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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

HB Wealth Management's UFOX Position: Q2 2026 in Review

HB Wealth Management opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q2 2026: 2,537 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #1495 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in UFOX as recently as Q1 2022.

HB Wealth Management first reported a position in UFOX in Q4 2021 and has held it in 3 quarters since. The position peaked at $585K in Q4 2021. 198 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • HB Wealth Management held 2,537 shares of Defiance Space and Connective Tech ETF worth $241K as of Q2 2026.
  • Defiance Space and Connective Tech ETF was a new HB Wealth Management position in Q2 2026.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1495 holding.
  • HB Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q4 2021 and has held it in 3 quarters since.
  • HB Wealth Management's Defiance Space and Connective Tech ETF position peaked at $585K in Q4 2021.
  • 198 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.