NA
UFOX

NewEdge Advisors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

NewEdge 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 		$328K Buy
4,816
+2
+0% +$134 ﹤0.01% 2275
2025
Q4 		$307K Sell
4,814
-172
-3% -$11.1K ﹤0.01% 2295
2025
Q3 		$308K Buy
4,986
+3,268
+190% +$186K ﹤0.01% 2161
2025
Q2 		$90.7K Buy
1,718
+1
+0.1% +$45 ﹤0.01% 2453
2025
Q1 		$73K Sell
1,717
-245
-12% -$11.6K ﹤0.01% 2402
2024
Q4 		$93.5K Buy
1,962
+101
+5% +$4.65K ﹤0.01% 2302
2024
Q3 		$80.7K Buy
1,861
+2
+0.1% +$83 ﹤0.01% 2264
2024
Q2 		$77.7K Buy
1,859
+2
+0.1% +$78 ﹤0.01% 2191
2024
Q1 		$72.6K Buy
1,857
+2
+0.1% +$75 ﹤0.01% 2172
2023
Q4 		$66.5K Buy
1,855
+2
+0.1% +$65 ﹤0.01% 2113
2023
Q3 		$57.9K Sell
1,853
-46
-2% -$1.5K ﹤0.01% 2050
2023
Q2 		$63.9K Sell
1,899
-76
-4% -$2.41K ﹤0.01% 2008
2023
Q1 		$64.8K Sell
1,975
-6,187
-76% -$198K ﹤0.01% 1898
2022
Q4 		$189K Buy
+8,162
New +$246K 0.01% 1205

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

NewEdge Advisors's UFOX Position: Q1 2026 in Review

NewEdge Advisors increased its Defiance Space and Connective Tech ETF (UFOX) stake by 0.04% in Q1 2026, buying an estimated $134 and bringing the position to 4,816 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

NewEdge Advisors first reported a position in UFOX in Q4 2022 and has held it in 14 quarters since. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • NewEdge Advisors held 4,816 shares of Defiance Space and Connective Tech ETF worth $328K as of Q1 2026.
  • NewEdge Advisors bought 2 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $134.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2275 holding.
  • NewEdge Advisors first reported a position in Defiance Space and Connective Tech ETF in Q4 2022 and has held it in 14 quarters since.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.