MWM
UFOX

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
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
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

Moran Wealth Management's UFOX Position: Q1 2026 in Review

Moran Wealth Management increased its Defiance Space and Connective Tech ETF (UFOX) stake by 20% in Q1 2026, buying an estimated $320K and bringing the position to 28,219 shares worth $1.92M. The position accounts for 0.06% of the portfolio, ranked #316.

Moran Wealth Management first reported a position in UFOX in Q1 2025 and has held it in 5 quarters since. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Moran Wealth Management held 28,219 shares of Defiance Space and Connective Tech ETF worth $1.92M as of Q1 2026.
  • Moran Wealth Management bought 4,757 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $320K.
  • Defiance Space and Connective Tech ETF made up 0.06% of Moran Wealth Management's portfolio in Q1 2026, its #316 holding.
  • Moran Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q1 2025 and has held it in 5 quarters since.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.