IWM
UFOX

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

IHT 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
Q1 		$332K Sell
4,872
-1,035
-18% -$69.6K 0.01% 974
2025
Q4 		$377K Sell
5,907
-618
-9% -$39.9K 0.01% 879
2025
Q3 		$402K Sell
6,525
-1,856
-22% -$106K 0.01% 817
2025
Q2 		$442K Sell
8,381
-559
-6% -$25.2K 0.01% 740
2025
Q1 		$380K Sell
8,940
-62
-0.7% -$2.95K 0.01% 766
2024
Q4 		$429K Sell
9,002
-599
-6% -$27.6K 0.01% 733
2024
Q3 		$416K Sell
9,601
-1,029
-10% -$42.7K 0.01% 779
2024
Q2 		$444K Sell
10,630
-1,562
-13% -$60.9K 0.02% 667
2024
Q1 		$476K Sell
12,192
-1,692
-12% -$63.5K 0.02% 657
2023
Q4 		$498K Sell
13,884
-193
-1% -$6.24K 0.02% 603
2023
Q3 		$440K Sell
14,077
-529
-4% -$17.2K 0.02% 594
2023
Q2 		$492K Sell
14,606
-1,234
-8% -$39.1K 0.03% 543
2023
Q1 		$519K Sell
15,840
-2,208
-12% -$70.7K 0.03% 487
2022
Q4 		$539K Sell
18,048
-1,483
-8% -$44.8K 0.03% 472
2022
Q3 		$557K Buy
19,531
+2,554
+15% +$84.1K 0.04% 427
2022
Q2 		$535K Buy
16,977
+331
+2% +$11.3K 0.05% 376
2022
Q1 		$625K Sell
16,646
-661
-4% -$25.1K 0.05% 355
2021
Q4 		$722K Sell
17,307
-5,638
-25% -$223K 0.05% 334
2021
Q3 		$833K Buy
22,945
+15
+0.1% +$568 0.07% 286
2021
Q2 		$872K Buy
22,930
+3,414
+17% +$125K 0.06% 357
2021
Q1 		$687K Buy
19,516
+1,027
+6% +$36.1K 0.05% 363
2020
Q4 		$621K Buy
18,489
+7,681
+71% +$240K 0.05% 346
2020
Q3 		$308K Buy
+10,808
New +$310K 0.03% 473

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

IHT Wealth Management's UFOX Position: Q1 2026 in Review

IHT Wealth Management reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 18% in Q1 2026, selling an estimated $69.6K and leaving 4,872 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #974.

IHT Wealth Management first reported a position in UFOX in Q3 2020 and has held it in 23 quarters since. The position peaked at $872K in Q2 2021. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • IHT Wealth Management held 4,872 shares of Defiance Space and Connective Tech ETF worth $332K as of Q1 2026.
  • IHT Wealth Management sold 1,035 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $69.6K.
  • Defiance Space and Connective Tech ETF made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #974 holding.
  • IHT Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q3 2020 and has held it in 23 quarters since.
  • IHT Wealth Management's Defiance Space and Connective Tech ETF position peaked at $872K in Q2 2021.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.