Insight Inv LLC’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Insight Inv LLC’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	$354K	Sell	4,160 -7	-0.2%	-$587	0.17%	71
2026 Q2	$396K	Hold	4,167	–	–	0.19%	70
2026 Q1	$284K	Sell	4,167 -400	-9%	-$26.9K	0.16%	78
2025 Q4	$292K	Buy	4,567 +902	+25%	+$58.3K	0.16%	82
2025 Q3	$226K	Sell	3,665 -954	-21%	-$54.3K	0.13%	91
2025 Q2	$244K	Buy	+4,619	New	+$208K	0.16%	87
2025 Q1	–	Sell	-4,847	Closed	-$231K	–	139
2024 Q4	$231K	Buy	+4,847	New	+$223K	0.16%	88

Other funds holding UFOX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return

Financial Freedom LLC Cincinnati, Ohio $218M AUM 21.75% 1-Year Est. Return

Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Insight Inv LLC's UFOX Position: Q3 2026 in Review

Insight Inv LLC reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 0.17% in Q3 2026, selling an estimated $587 and leaving 4,160 shares worth $354K. The position accounts for 0.17% of the portfolio, ranked #71.

Insight Inv LLC first reported a position in UFOX in Q4 2024 and has held it in 7 quarters since. The position peaked at $396K in Q2 2026. 101 funds tracked by Wall St. Rank hold UFOX as of Q3 2026.

Insight Inv LLC held 4,160 shares of Defiance Space and Connective Tech ETF worth $354K as of Q3 2026.
Insight Inv LLC sold 7 Defiance Space and Connective Tech ETF shares in Q3 2026, an estimated $587.
Defiance Space and Connective Tech ETF made up 0.17% of Insight Inv LLC's portfolio in Q3 2026, its #71 holding.
Insight Inv LLC first reported a position in Defiance Space and Connective Tech ETF in Q4 2024 and has held it in 7 quarters since.
Insight Inv LLC's Defiance Space and Connective Tech ETF position peaked at $396K in Q2 2026.
101 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2026.

Based on Insight Inv LLC's 13F filing for Q3 2026, filed 27 Oct 2026.