Janney Montgomery Scott’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Janney Montgomery Scott’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 Q1	$1.21M	Buy	17,709 +300	+2%	+$20.2K	﹤0.01%	1547
2025 Q4	$1.11M	Hold	17,409	–	–	﹤0.01%	1666
2025 Q3	$1.07M	Buy	+17,409	New	+$991K	﹤0.01%	1646
2022 Q1	–	Sell	-6,337	Closed	-$264K	–	2463
2021 Q4	$264K	Buy	6,337 +83	+1%	+$3.28K	﹤0.01%	2073
2021 Q3	$227K	Sell	6,254 -839	-12%	-$31.8K	﹤0.01%	2100
2021 Q2	$270K	Buy	+7,093	New	+$259K	﹤0.01%	1977

Other funds holding UFOX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Janney Montgomery Scott's UFOX Position: Q1 2026 in Review

Janney Montgomery Scott increased its Defiance Space and Connective Tech ETF (UFOX) stake by 1.7% in Q1 2026, buying an estimated $20.2K and bringing the position to 17,709 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

Janney Montgomery Scott first reported a position in UFOX in Q2 2021 and has held it in 6 quarters since. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

Janney Montgomery Scott held 17,709 shares of Defiance Space and Connective Tech ETF worth $1.21M as of Q1 2026.
Janney Montgomery Scott bought 300 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $20.2K.
Defiance Space and Connective Tech ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1547 holding.
Janney Montgomery Scott first reported a position in Defiance Space and Connective Tech ETF in Q2 2021 and has held it in 6 quarters since.
161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.