JFS Wealth Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

JFS Wealth Advisors’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	$23.8K	Hold	250	–	–	﹤0.01%	725
2026 Q1	$17K	Hold	250	–	–	﹤0.01%	778
2025 Q4	$16K	Hold	250	–	–	﹤0.01%	817
2025 Q3	$15.4K	Hold	250	–	–	﹤0.01%	757
2025 Q2	$13.2K	Hold	250	–	–	﹤0.01%	778
2025 Q1	$10.6K	Hold	250	–	–	﹤0.01%	863
2024 Q4	$11.9K	Hold	250	–	–	﹤0.01%	802
2024 Q3	$10.9K	Hold	250	–	–	﹤0.01%	827
2024 Q2	$10.5K	Sell	250 -2,950	-92%	-$115K	﹤0.01%	784
2024 Q1	$125K	Buy	3,200 +2,950	+1,180%	+$111K	0.01%	293
2023 Q4	$8.96K	Hold	250	–	–	﹤0.01%	809
2023 Q3	$7.81K	Hold	250	–	–	﹤0.01%	813
2023 Q2	$8.42K	Hold	250	–	–	﹤0.01%	786
2023 Q1	$8.2K	Hold	250	–	–	﹤0.01%	783
2022 Q4	$7.47K	Hold	250	–	–	﹤0.01%	823
2022 Q3	$7K	Hold	250	–	–	﹤0.01%	884
2022 Q2	$8K	Hold	250	–	–	﹤0.01%	849
2022 Q1	$9K	Hold	250	–	–	﹤0.01%	844
2021 Q4	$10K	Hold	250	–	–	﹤0.01%	692
2021 Q3	$9K	Hold	250	–	–	﹤0.01%	667
2021 Q2	$10K	Hold	250	–	–	﹤0.01%	446
2021 Q1	$9K	Hold	250	–	–	﹤0.01%	428
2020 Q4	$8K	Hold	250	–	–	﹤0.01%	437
2020 Q3	$7K	Hold	250	–	–	﹤0.01%	423
2020 Q2	$7K	Hold	250	–	–	﹤0.01%	412
2020 Q1	$5K	Buy	+250	New	+$6.21K	﹤0.01%	394

Other funds holding UFOX

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

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

ATC

Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

FIS

Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return

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

OFA

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

JFS Wealth Advisors's UFOX Position: Q2 2026 in Review

JFS Wealth Advisors held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q2 2026 at 250 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

JFS Wealth Advisors first reported a position in UFOX in Q1 2020 and has held it in 26 quarters since. The position peaked at $125K in Q1 2024. 76 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

JFS Wealth Advisors held 250 shares of Defiance Space and Connective Tech ETF worth $23.8K as of Q2 2026.
JFS Wealth Advisors left its Defiance Space and Connective Tech ETF share count unchanged in Q2 2026.
Defiance Space and Connective Tech ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #725 holding.
JFS Wealth Advisors first reported a position in Defiance Space and Connective Tech ETF in Q1 2020 and has held it in 26 quarters since.
JFS Wealth Advisors's Defiance Space and Connective Tech ETF position peaked at $125K in Q1 2024.
76 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.