Moran Wealth Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Moran Wealth 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 Q3	$2.3M	Buy	27,022 +1,924	+8%	+$161K	0.06%	298
2026 Q2	$2.39M	Sell	25,098 -3,121	-11%	-$277K	0.07%	298
2026 Q1	$1.92M	Buy	28,219 +4,757	+20%	+$320K	0.06%	316
2025 Q4	$1.5M	Buy	23,462 +2,682	+13%	+$173K	0.05%	320
2025 Q3	$1.28M	Buy	20,780 +8,766	+73%	+$499K	0.04%	319
2025 Q2	$634K	Buy	12,014 +5,694	+90%	+$257K	0.02%	371
2025 Q1	$269K	Buy	+6,320	New	+$300K	0.01%	409

Other funds holding UFOX

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

NAMP

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return

Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Oak Family Advisors Chicago, Illinois $385M AUM 12.33% 1-Year Est. Return

Strategic Family Wealth Counselors Fairfield, New Jersey $429M AUM 8.84% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $364M AUM 15.27% 1-Year Est. Return

Intrua Financial Houston, Texas $1.07B AUM 17.33% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Moran Wealth Management's UFOX Position: Q3 2026 in Review

Moran Wealth Management increased its Defiance Space and Connective Tech ETF (UFOX) stake by 7.7% in Q3 2026, buying an estimated $161K and bringing the position to 27,022 shares worth $2.3M. The position accounts for 0.06% of the portfolio, ranked #298.

Moran Wealth Management first reported a position in UFOX in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.39M in Q2 2026. 57 funds tracked by Wall St. Rank hold UFOX as of Q3 2026.

Moran Wealth Management held 27,022 shares of Defiance Space and Connective Tech ETF worth $2.3M as of Q3 2026.
Moran Wealth Management bought 1,924 Defiance Space and Connective Tech ETF shares in Q3 2026, an estimated $161K.
Defiance Space and Connective Tech ETF made up 0.06% of Moran Wealth Management's portfolio in Q3 2026, its #298 holding.
Moran Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q1 2025 and has held it in 7 quarters since.
Moran Wealth Management's Defiance Space and Connective Tech ETF position peaked at $2.39M in Q2 2026.
57 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.