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 Q1	$451K	Buy	+4,938	New	+$332K	0.01%	395

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

HBK Sorce Advisory's UFOX Position: Q1 2026 in Review

HBK Sorce Advisory opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q1 2026: 4,938 shares worth $451K. The stake represents 0.01% of the portfolio and ranks #395 among its holdings.

161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

HBK Sorce Advisory held 4,938 shares of Defiance Space and Connective Tech ETF worth $451K as of Q1 2026.
Defiance Space and Connective Tech ETF was a new HBK Sorce Advisory position in Q1 2026.
Defiance Space and Connective Tech ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #395 holding.
161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.