KIM
UFOX

Kestra Investment Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Kestra Investment Management’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
2025
Q1 		– Sell
-1,501
Closed -$71.5K – 1444
2024
Q4 		$71.5K Buy
+1,501
New +$69K ﹤0.01% 477

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Kestra Investment Management's UFOX Position: Q1 2025 in Review

Kestra Investment Management sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2025, closing a stake of 1,501 shares — an estimated $71.5K sold.

Kestra Investment Management first reported a position in UFOX in Q4 2024 and held it in 1 quarter. The position peaked at $71.5K in Q4 2024. 139 funds tracked by Wall St. Rank hold UFOX as of Q1 2025.

  • Kestra Investment Management reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1,501 Defiance Space and Connective Tech ETF shares in Q1 2025, an estimated $71.5K.
  • Kestra Investment Management first reported a position in Defiance Space and Connective Tech ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Defiance Space and Connective Tech ETF position peaked at $71.5K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.