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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Moran Wealth Management's UFOX Position: Q2 2026 in Review

Moran Wealth Management reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 11% in Q2 2026, selling an estimated $277K and leaving 25,098 shares worth $2.39M. The position accounts for 0.07% of the portfolio, ranked #298.

Moran Wealth Management first reported a position in UFOX in Q1 2025 and has held it in 6 quarters since. 197 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

Moran Wealth Management held 25,098 shares of Defiance Space and Connective Tech ETF worth $2.39M as of Q2 2026.
Moran Wealth Management sold 3,121 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $277K.
Defiance Space and Connective Tech ETF made up 0.07% of Moran Wealth Management's portfolio in Q2 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 6 quarters since.
197 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.