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
Q2 		– Sell
-8,398
Closed -$573K – 1664
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 $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 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 $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

Independent Advisor Alliance's UFOX Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2026, closing a stake of 8,398 shares — an estimated $573K sold.

Independent Advisor Alliance first reported a position in UFOX in Q4 2024 and held it in 2 quarters. The position peaked at $573K in Q4 2024. 198 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,398 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $573K.
  • Independent Advisor Alliance first reported a position in Defiance Space and Connective Tech ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Defiance Space and Connective Tech ETF position peaked at $573K in Q4 2024.
  • 198 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.