LA
UFOX

LexAurum Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

LexAurum Advisors’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
Q2 		$334K Buy
3,516
+146
+4% +$13K 0.04% 320
2026
Q1 		$230K Buy
+3,370
New +$226K 0.03% 362
2023
Q3 		– Sell
-6,592
Closed -$222K – 302
2023
Q2 		$222K Buy
6,592
+5
+0.1% +$159 0.07% 239
2023
Q1 		$216K Buy
+6,587
New +$211K 0.07% 230
2022
Q3 		– Sell
-6,889
Closed -$217K – 264
2022
Q2 		$217K Buy
6,889
+60
+0.9% +$2.05K 0.08% 218
2022
Q1 		$256K Buy
+6,829
New +$259K 0.08% 211

Other funds holding UFOX

KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return