Independent Financial Group’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Independent Financial Group’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	$358K	Buy	+3,768	New	+$334K	0.01%	1141
2022 Q2	–	Sell	-21,550	Closed	-$809K	–	833
2022 Q1	$809K	Sell	21,550 -9,285	-30%	-$353K	0.07%	309
2021 Q4	$1.29M	Buy	30,835 +8,050	+35%	+$318K	0.11%	200
2021 Q3	$828K	Sell	22,785 -700	-3%	-$26.5K	0.08%	258
2021 Q2	$894K	Buy	23,485 +2,600	+12%	+$95.1K	0.09%	241
2021 Q1	$735K	Sell	20,885 -1,000	-5%	-$35.1K	0.1%	235
2020 Q4	$735K	Buy	21,885 +13,645	+166%	+$426K	0.11%	214
2020 Q3	$235K	Buy	+8,240	New	+$236K	0.04%	408

Other funds holding UFOX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Independent Financial Group's UFOX Position: Q2 2026 in Review

Independent Financial Group opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q2 2026: 3,768 shares worth $358K. The stake represents 0.01% of the portfolio and ranks #1141 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in UFOX as recently as Q1 2022.

Independent Financial Group first reported a position in UFOX in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.29M in Q4 2021. 197 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

Independent Financial Group held 3,768 shares of Defiance Space and Connective Tech ETF worth $358K as of Q2 2026.
Defiance Space and Connective Tech ETF was a new Independent Financial Group position in Q2 2026.
Defiance Space and Connective Tech ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1141 holding.
Independent Financial Group first reported a position in Defiance Space and Connective Tech ETF in Q3 2020 and has held it in 8 quarters since.
Independent Financial Group's Defiance Space and Connective Tech ETF position peaked at $1.29M in Q4 2021.
197 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.