IFG
UFOX

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

KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return