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
Q2 		$422K Sell
4,443
-373
-8% -$33.1K ﹤0.01% 2249
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 $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KL
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

NewEdge Advisors's UFOX Position: Q2 2026 in Review

NewEdge Advisors reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 7.7% in Q2 2026, selling an estimated $33.1K and leaving 4,443 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #2249.

NewEdge Advisors first reported a position in UFOX in Q4 2022 and has held it in 15 quarters since. 197 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • NewEdge Advisors held 4,443 shares of Defiance Space and Connective Tech ETF worth $422K as of Q2 2026.
  • NewEdge Advisors sold 373 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $33.1K.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2249 holding.
  • NewEdge Advisors first reported a position in Defiance Space and Connective Tech ETF in Q4 2022 and has held it in 15 quarters since.
  • 197 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.