Mercer Global Advisors
UFOX

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

Mercer Global 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 		$289K Buy
+3,042
New +$270K ﹤0.01% 2853
2024
Q4 		– Sell
-5,002
Closed -$213K – 2313
2024
Q3 		$213K Buy
5,002
+5
+0.1% +$208 ﹤0.01% 1777
2024
Q2 		$209K Buy
+4,997
New +$195K ﹤0.01% 1780
2024
Q1 		– Sell
-11,274
Closed -$404K – 2164
2023
Q4 		$404K Buy
11,274
+6
+0.1% +$194 ﹤0.01% 1446
2023
Q3 		$352K Buy
11,268
+416
+4% +$13.6K ﹤0.01% 1429
2023
Q2 		$365K Sell
10,852
-240
-2% -$7.61K ﹤0.01% 1393
2023
Q1 		$364K Sell
11,092
-392
-3% -$12.6K ﹤0.01% 1393
2022
Q4 		$343K Sell
11,484
-704
-6% -$21.3K ﹤0.01% 1430
2022
Q3 		$348K Buy
12,188
+2,901
+31% +$95.5K ﹤0.01% 1328
2022
Q2 		$293K Sell
9,287
-1,536
-14% -$52.6K ﹤0.01% 1435
2022
Q1 		$406K Buy
10,823
+2,527
+30% +$96K ﹤0.01% 1347
2021
Q4 		$346K Buy
8,296
+151
+2% +$5.96K ﹤0.01% 1392
2021
Q3 		$296K Buy
8,145
+495
+6% +$18.7K ﹤0.01% 1437
2021
Q2 		$291K Sell
7,650
-2,000
-21% -$73.1K ﹤0.01% 1400
2021
Q1 		$340K Buy
+9,650
New +$339K ﹤0.01% 1252

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 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 $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Mercer Global Advisors's UFOX Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q2 2026: 3,042 shares worth $289K. The stake represents ﹤0.01% of the portfolio and ranks #2853 among its holdings. This is a return to the name: Mercer Global Advisors previously reported a position in UFOX as recently as Q3 2024.

Mercer Global Advisors first reported a position in UFOX in Q1 2021 and has held it in 15 quarters since. The position peaked at $406K in Q1 2022. 197 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Mercer Global Advisors held 3,042 shares of Defiance Space and Connective Tech ETF worth $289K as of Q2 2026.
  • Defiance Space and Connective Tech ETF was a new Mercer Global Advisors position in Q2 2026.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2853 holding.
  • Mercer Global Advisors first reported a position in Defiance Space and Connective Tech ETF in Q1 2021 and has held it in 15 quarters since.
  • Mercer Global Advisors's Defiance Space and Connective Tech ETF position peaked at $406K in Q1 2022.
  • 197 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.