IAA
UFOX

Independent Advisor Alliance’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Independent Advisor Alliance’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 		$573K Buy
+8,398
New +$564K 0.01% 1055
2025
Q1 		– Sell
-12,022
Closed -$573K – 1404
2024
Q4 		$573K Buy
+12,022
New +$553K 0.01% 917

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

Independent Advisor Alliance's UFOX Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q1 2026: 8,398 shares worth $573K. The stake represents 0.01% of the portfolio and ranks #1055 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in UFOX as recently as Q4 2024.

Independent Advisor Alliance first reported a position in UFOX in Q4 2024 and has held it in 2 quarters since. The position peaked at $573K in Q4 2024. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Independent Advisor Alliance held 8,398 shares of Defiance Space and Connective Tech ETF worth $573K as of Q1 2026.
  • Defiance Space and Connective Tech ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Defiance Space and Connective Tech ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1055 holding.
  • Independent Advisor Alliance first reported a position in Defiance Space and Connective Tech ETF in Q4 2024 and has held it in 2 quarters since.
  • Independent Advisor Alliance's Defiance Space and Connective Tech ETF position peaked at $573K in Q4 2024.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.