MAI Capital Management
UFOX icon

MAI Capital Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

MAI Capital 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
2026
Q2 		– Sell
-1,209
Closed -$82.4K – 4879
2026
Q1 		$82.4K Sell
1,209
-374
-24% -$25.1K ﹤0.01% 1933
2025
Q4 		$101K Hold
1,583
– – ﹤0.01% 1634
2025
Q3 		$97.6K Hold
1,583
– – ﹤0.01% 1585
2025
Q2 		$83.5K Buy
1,583
+106
+7% +$4.78K ﹤0.01% 1573
2025
Q1 		$62.8K Sell
1,477
-1,494
-50% -$71K ﹤0.01% 1626
2024
Q4 		$142K Buy
+2,971
New +$137K ﹤0.01% 1282

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KL
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Raymond James Financial
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Commonwealth Equity Services
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Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
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Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

MAI Capital Management's UFOX Position: Q2 2026 in Review

MAI Capital Management sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2026, closing a stake of 1,209 shares — an estimated $82.4K sold.

MAI Capital Management first reported a position in UFOX in Q4 2024 and held it in 6 quarters. The position peaked at $142K in Q4 2024. 198 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • MAI Capital Management reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 1,209 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $82.4K.
  • MAI Capital Management first reported a position in Defiance Space and Connective Tech ETF in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Defiance Space and Connective Tech ETF position peaked at $142K in Q4 2024.
  • 198 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.