Larson Financial Group
UFOX icon

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
Q3 		$838K Buy
9,853
+886
+10% +$74.3K 0.02% 427
2026
Q2 		$852K Buy
8,967
+322
+4% +$28.6K 0.02% 410
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% +$9.7K 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 $468B AUM 17.69% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return
Financial Freedom LLC
Financial Freedom LLC Cincinnati, Ohio $218M AUM 21.75% 1-Year Est. Return
Advantage Trust Company
Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Larson Financial Group's UFOX Position: Q3 2026 in Review

Larson Financial Group increased its Defiance Space and Connective Tech ETF (UFOX) stake by 9.9% in Q3 2026, buying an estimated $74.3K and bringing the position to 9,853 shares worth $838K. The position accounts for 0.02% of the portfolio, ranked #427.

Larson Financial Group first reported a position in UFOX in Q2 2022 and has held it in 18 quarters since. The position peaked at $852K in Q2 2026. 98 funds tracked by Wall St. Rank hold UFOX as of Q3 2026.

  • Larson Financial Group held 9,853 shares of Defiance Space and Connective Tech ETF worth $838K as of Q3 2026.
  • Larson Financial Group bought 886 Defiance Space and Connective Tech ETF shares in Q3 2026, an estimated $74.3K.
  • Defiance Space and Connective Tech ETF made up 0.02% of Larson Financial Group's portfolio in Q3 2026, its #427 holding.
  • Larson Financial Group first reported a position in Defiance Space and Connective Tech ETF in Q2 2022 and has held it in 18 quarters since.
  • Larson Financial Group's Defiance Space and Connective Tech ETF position peaked at $852K in Q2 2026.
  • 98 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.