LWM
UFOX

Laidlaw Wealth Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Laidlaw Wealth 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
-12,988
Closed -$619K – 184
2024
Q4 		$619K Sell
12,988
-769
-6% -$35.4K 0.27% 91
2024
Q3 		$597K Sell
13,757
-437
-3% -$18.1K 0.3% 97
2024
Q2 		$593K Sell
14,194
-2,364
-14% -$92.2K 0.33% 86
2024
Q1 		$647K Buy
16,558
+1,644
+11% +$61.7K 0.36% 83
2023
Q4 		$535K Sell
14,914
-6,460
-30% -$209K 0.19% 121
2023
Q3 		$668K Sell
21,374
-2,480
-10% -$80.9K 0.22% 114
2023
Q2 		$803K Sell
23,854
-547
-2% -$17.3K 0.16% 148
2023
Q1 		$800K Sell
24,401
-345
-1% -$11.1K 0.16% 149
2022
Q4 		$739K Sell
24,746
-8,270
-25% -$250K 0.16% 151
2022
Q3 		$942K Buy
33,016
+1,984
+6% +$65.3K 0.22% 118
2022
Q2 		$978K Buy
31,032
+1,512
+5% +$51.8K 0.2% 127
2022
Q1 		$1.11M Buy
29,520
+2,264
+8% +$86K 0.19% 135
2021
Q4 		$1.14M Buy
27,256
+1,411
+5% +$55.7K 0.18% 135
2021
Q3 		$939K Sell
25,845
-2,998
-10% -$114K 0.24% 97
2021
Q2 		$1.1M Buy
28,843
+3,353
+13% +$123K 0.28% 89
2021
Q1 		$898K Buy
25,490
+8,105
+47% +$285K 0.31% 87
2020
Q4 		$584K Buy
17,385
+5,488
+46% +$171K 0.12% 171
2020
Q3 		$339K Buy
+11,897
New +$341K 0.15% 140

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

Laidlaw Wealth Management's UFOX Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2025, closing a stake of 12,988 shares — an estimated $619K sold.

Laidlaw Wealth Management first reported a position in UFOX in Q3 2020 and held it in 18 quarters. The position peaked at $1.14M in Q4 2021. 139 funds tracked by Wall St. Rank hold UFOX as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 12,988 Defiance Space and Connective Tech ETF shares in Q1 2025, an estimated $619K.
  • Laidlaw Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q3 2020 and held it in 18 quarters.
  • Laidlaw Wealth Management's Defiance Space and Connective Tech ETF position peaked at $1.14M in Q4 2021.
  • 139 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2025.

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