Laurel Wealth Advisors (North Carolina)’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-308	Closed	-$19.7K	–	686
2025 Q4	$19.7K	Buy	+308	New	+$19.9K	﹤0.01%	425
2021 Q3	–	Sell	-500	Closed	-$19K	–	762
2021 Q2	$19K	Hold	500	–	–	﹤0.01%	386
2021 Q1	$18K	Hold	500	–	–	﹤0.01%	365
2020 Q4	$17K	Hold	500	–	–	﹤0.01%	367
2020 Q3	$14K	Buy	+500	New	+$14.3K	﹤0.01%	358

Other funds holding UFOX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s UFOX Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2026, closing a stake of 308 shares — an estimated $19.7K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in UFOX in Q3 2020 and held it in 5 quarters. The position peaked at $19.7K in Q4 2025. 163 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 308 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $19.7K.
Laurel Wealth Advisors (North Carolina) first reported a position in Defiance Space and Connective Tech ETF in Q3 2020 and held it in 5 quarters.
Laurel Wealth Advisors (North Carolina)'s Defiance Space and Connective Tech ETF position peaked at $19.7K in Q4 2025.
163 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.