MPIA
UFOX

Milestones Private Investment Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Milestones Private Investment 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
Q1 		– Sell
-5,768
Closed -$368K – 120
2025
Q4 		$368K Sell
5,768
-27
-0.5% -$1.75K 0.25% 84
2025
Q3 		$357K Buy
5,795
+3
+0.1% +$171 0.24% 88
2025
Q2 		$306K Buy
+5,792
New +$261K 0.23% 90

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Milestones Private Investment Advisors's UFOX Position: Q1 2026 in Review

Milestones Private Investment Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2026, closing a stake of 5,768 shares — an estimated $368K sold.

Milestones Private Investment Advisors first reported a position in UFOX in Q2 2025 and held it in 3 quarters. The position peaked at $368K in Q4 2025. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Milestones Private Investment Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2026 after selling out during the quarter.
  • Milestones Private Investment Advisors sold 5,768 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $368K.
  • Milestones Private Investment Advisors first reported a position in Defiance Space and Connective Tech ETF in Q2 2025 and held it in 3 quarters.
  • Milestones Private Investment Advisors's Defiance Space and Connective Tech ETF position peaked at $368K in Q4 2025.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q1 2026, filed 4 May 2026.