LFG
UFOX

Larson Financial Group’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Larson Financial Group’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 		$589K Buy
8,645
+285
+3% +$19.2K 0.02% 431
2025
Q4 		$534K Buy
8,360
+68
+0.8% +$4.39K 0.02% 440
2025
Q3 		$511K Buy
8,292
+420
+5% +$23.9K 0.02% 456
2025
Q2 		$415K Buy
7,872
+849
+12% +$38.2K 0.02% 480
2025
Q1 		$298K Buy
7,023
+264
+4% +$12.5K 0.01% 529
2024
Q4 		$322K Buy
6,759
+41
+0.6% +$1.89K 0.02% 465
2024
Q3 		$291K Buy
6,718
+313
+5% +$13K 0.02% 479
2024
Q2 		$268K Buy
6,405
+303
+5% +$11.8K 0.02% 391
2024
Q1 		$238K Buy
6,102
+347
+6% +$13K 0.02% 361
2023
Q4 		$206K Buy
5,755
+301
+6% +$9.73K 0.02% 347
2023
Q3 		$170K Sell
5,454
-67
-1% -$2.18K 0.02% 355
2023
Q2 		$186K Buy
5,521
+1,176
+27% +$37.3K 0.02% 327
2023
Q1 		$142K Buy
4,345
+83
+2% +$2.66K 0.02% 369
2022
Q4 		$127K Sell
4,262
-97
-2% -$2.93K 0.02% 372
2022
Q3 		$124K Buy
4,359
+4,304
+7,825% +$142K 0.02% 335
2022
Q2 		$2K Buy
+55
New +$1.88K ﹤0.01% 1073

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Larson Financial Group's UFOX Position: Q1 2026 in Review

Larson Financial Group increased its Defiance Space and Connective Tech ETF (UFOX) stake by 3.4% in Q1 2026, buying an estimated $19.2K and bringing the position to 8,645 shares worth $589K. The position accounts for 0.02% of the portfolio, ranked #431.

Larson Financial Group first reported a position in UFOX in Q2 2022 and has held it in 16 quarters since. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Larson Financial Group held 8,645 shares of Defiance Space and Connective Tech ETF worth $589K as of Q1 2026.
  • Larson Financial Group bought 285 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $19.2K.
  • Defiance Space and Connective Tech ETF made up 0.02% of Larson Financial Group's portfolio in Q1 2026, its #431 holding.
  • Larson Financial Group first reported a position in Defiance Space and Connective Tech ETF in Q2 2022 and has held it in 16 quarters since.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.