HBK Sorce Advisory
UFOX icon

HBK Sorce Advisory’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

HBK Sorce Advisory’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 		$434K Buy
5,138
+200
+4% +$17.7K 0.01% 413
2026
Q1 		$451K Buy
+4,938
New +$332K 0.01% 395

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UBS Group
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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

HBK Sorce Advisory's UFOX Position: Q2 2026 in Review

HBK Sorce Advisory increased its Defiance Space and Connective Tech ETF (UFOX) stake by 4.1% in Q2 2026, buying an estimated $17.7K and bringing the position to 5,138 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #413.

HBK Sorce Advisory first reported a position in UFOX in Q1 2026 and has held it in 2 quarters since. The position peaked at $451K in Q1 2026. 198 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • HBK Sorce Advisory held 5,138 shares of Defiance Space and Connective Tech ETF worth $434K as of Q2 2026.
  • HBK Sorce Advisory bought 200 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $17.7K.
  • Defiance Space and Connective Tech ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #413 holding.
  • HBK Sorce Advisory first reported a position in Defiance Space and Connective Tech ETF in Q1 2026 and has held it in 2 quarters since.
  • HBK Sorce Advisory's Defiance Space and Connective Tech ETF position peaked at $451K in Q1 2026.
  • 198 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.