Independent Financial Group
UFOX icon

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
Q3 		$320K Hold
3,768
– – 0.01% 1219
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

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
TW
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SF
Succession Financial Mckinney, Texas $104M AUM
PA
ProCore Advisors Newport Beach, California $82.2M AUM 34.17% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Financial Group's UFOX Position: Q3 2026 in Review

Independent Financial Group held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q3 2026 at 3,768 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #1219.

Independent Financial Group first reported a position in UFOX in Q3 2020 and has held it in 9 quarters since. The position peaked at $1.29M in Q4 2021. 18 funds tracked by Wall St. Rank hold UFOX as of Q3 2026.

  • Independent Financial Group held 3,768 shares of Defiance Space and Connective Tech ETF worth $320K as of Q3 2026.
  • Independent Financial Group left its Defiance Space and Connective Tech ETF share count unchanged in Q3 2026.
  • Defiance Space and Connective Tech ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1219 holding.
  • Independent Financial Group first reported a position in Defiance Space and Connective Tech ETF in Q3 2020 and has held it in 9 quarters since.
  • Independent Financial Group's Defiance Space and Connective Tech ETF position peaked at $1.29M in Q4 2021.
  • 18 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.