KFP
UFOX

Kerr Financial Planning’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Kerr Financial Planning’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 		$57.2K Hold
602
– – 0.06% 170
2026
Q1 		$47.6K Sell
602
-601
-50% -$40.4K 0.03% 181
2025
Q4 		$77.6K Buy
1,203
+601
+100% +$38.8K 0.1% 146
2025
Q3 		$38.4K Buy
+602
New +$34.3K 0.05% 190

Other funds holding UFOX

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

Kerr Financial Planning's UFOX Position: Q2 2026 in Review

Kerr Financial Planning held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q2 2026 at 602 shares worth $57.2K. The position accounts for 0.06% of the portfolio, ranked #170.

Kerr Financial Planning first reported a position in UFOX in Q3 2025 and has held it in 4 quarters since. The position peaked at $77.6K in Q4 2025. 76 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Kerr Financial Planning held 602 shares of Defiance Space and Connective Tech ETF worth $57.2K as of Q2 2026.
  • Kerr Financial Planning left its Defiance Space and Connective Tech ETF share count unchanged in Q2 2026.
  • Defiance Space and Connective Tech ETF made up 0.06% of Kerr Financial Planning's portfolio in Q2 2026, its #170 holding.
  • Kerr Financial Planning first reported a position in Defiance Space and Connective Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Defiance Space and Connective Tech ETF position peaked at $77.6K in Q4 2025.
  • 76 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.