Morgan Stanley
UFOX

Morgan Stanley’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Morgan Stanley’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 		$913K Buy
13,394
+2,593
+24% +$174K ﹤0.01% 5191
2025
Q4 		$690K Buy
10,801
+287
+3% +$18.5K ﹤0.01% 5361
2025
Q3 		$649K Buy
10,514
+825
+9% +$47K ﹤0.01% 5398
2025
Q2 		$511K Buy
9,689
+147
+2% +$6.62K ﹤0.01% 5450
2025
Q1 		$406K Buy
9,542
+1,349
+16% +$64.1K ﹤0.01% 5425
2024
Q4 		$390K Sell
8,193
-832
-9% -$38.3K ﹤0.01% 5523
2024
Q3 		$392K Sell
9,025
-1,149
-11% -$47.7K ﹤0.01% 5513
2024
Q2 		$425K Sell
10,174
-30
-0.3% -$1.17K ﹤0.01% 5366
2024
Q1 		$399K Sell
10,204
-9,384
-48% -$352K ﹤0.01% 5411
2023
Q4 		$702K Buy
19,588
+12,411
+173% +$401K ﹤0.01% 5468
2023
Q3 		$224K Buy
7,177
+230
+3% +$7.5K ﹤0.01% 5526
2023
Q2 		$234K Sell
6,947
-3,116
-31% -$98.8K ﹤0.01% 5581
2023
Q1 		$330K Sell
10,063
-1,171
-10% -$37.5K ﹤0.01% 5476
2022
Q4 		$336K Sell
11,234
-11,223
-50% -$339K ﹤0.01% 5437
2022
Q3 		$641K Buy
22,457
+12,488
+125% +$411K ﹤0.01% 5135
2022
Q2 		$314K Buy
9,969
+168
+2% +$5.75K ﹤0.01% 5659
2022
Q1 		$368K Buy
9,801
+926
+10% +$35.2K ﹤0.01% 5579
2021
Q4 		$370K Sell
8,875
-3,671
-29% -$145K ﹤0.01% 5724
2021
Q3 		$456K Sell
12,546
-2,245
-15% -$85K ﹤0.01% 5555
2021
Q2 		$563K Sell
14,791
-2,593
-15% -$94.8K ﹤0.01% 5458
2021
Q1 		$612K Buy
17,384
+9,401
+118% +$330K ﹤0.01% 5040
2020
Q4 		$268K Buy
7,983
+6,688
+516% +$209K ﹤0.01% 5439
2020
Q3 		$37K Buy
1,295
+1,170
+936% +$33.6K ﹤0.01% 5834
2020
Q2 		$3K Sell
125
-375
-75% -$9.48K ﹤0.01% 6406
2020
Q1 		$11K Hold
500
– – ﹤0.01% 5995
2019
Q4 		$13K Buy
+500
New +$12.5K ﹤0.01% 6203

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

Morgan Stanley's UFOX Position: Q1 2026 in Review

Morgan Stanley increased its Defiance Space and Connective Tech ETF (UFOX) stake by 24% in Q1 2026, buying an estimated $174K and bringing the position to 13,394 shares worth $913K. The position accounts for ﹤0.01% of the portfolio, ranked #5191.

Morgan Stanley first reported a position in UFOX in Q4 2019 and has held it in 26 quarters since. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Morgan Stanley held 13,394 shares of Defiance Space and Connective Tech ETF worth $913K as of Q1 2026.
  • Morgan Stanley bought 2,593 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $174K.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5191 holding.
  • Morgan Stanley first reported a position in Defiance Space and Connective Tech ETF in Q4 2019 and has held it in 26 quarters since.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.