HHM Wealth Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

HHM Wealth Advisors’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	–	Sell	-740	Closed	-$47.2K	–	924
2025 Q4	$47.2K	Hold	740	–	–	0.01%	373
2025 Q3	$45.6K	Hold	740	–	–	0.01%	387
2025 Q2	$39K	Hold	740	–	–	﹤0.01%	410
2025 Q1	$31.4K	Hold	740	–	–	﹤0.01%	438
2024 Q4	$35.3K	Hold	740	–	–	﹤0.01%	412
2024 Q3	$32.1K	Hold	740	–	–	﹤0.01%	401
2024 Q2	$30.9K	Hold	740	–	–	﹤0.01%	397
2024 Q1	$28.9K	Hold	740	–	–	﹤0.01%	366
2023 Q4	$26.5K	Hold	740	–	–	﹤0.01%	379
2023 Q3	$23.1K	Hold	740	–	–	﹤0.01%	383
2023 Q2	$24.9K	Hold	740	–	–	﹤0.01%	391
2023 Q1	$24.3K	Hold	740	–	–	0.01%	391
2022 Q4	$22.1K	Hold	740	–	–	0.01%	347
2022 Q3	$21K	Hold	740	–	–	0.01%	345
2022 Q2	$23K	Hold	740	–	–	0.01%	408
2022 Q1	$28K	Hold	740	–	–	0.01%	397
2021 Q4	$31K	Hold	740	–	–	0.01%	365
2021 Q3	$27K	Hold	740	–	–	0.01%	377
2021 Q2	$28K	Hold	740	–	–	0.01%	362
2021 Q1	$26K	Hold	740	–	–	0.01%	349
2020 Q4	$25K	Hold	740	–	–	0.01%	335
2020 Q3	$21K	Hold	740	–	–	0.01%	310
2020 Q2	$20K	Hold	740	–	–	0.01%	305
2020 Q1	$16K	Buy	+740	New	+$18.4K	0.01%	320

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

HHM Wealth Advisors's UFOX Position: Q1 2026 in Review

HHM Wealth Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2026, closing a stake of 740 shares — an estimated $47.2K sold.

HHM Wealth Advisors first reported a position in UFOX in Q1 2020 and held it in 24 quarters. The position peaked at $47.2K in Q4 2025. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

HHM Wealth Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2026 after selling out during the quarter.
HHM Wealth Advisors sold 740 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $47.2K.
HHM Wealth Advisors first reported a position in Defiance Space and Connective Tech ETF in Q1 2020 and held it in 24 quarters.
HHM Wealth Advisors's Defiance Space and Connective Tech ETF position peaked at $47.2K in Q4 2025.
161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.