Northwestern Mutual Wealth Management
UFOX

Northwestern Mutual Wealth Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Northwestern Mutual 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 		$221K Sell
3,241
-54
-2% -$3.63K ﹤0.01% 1869
2025
Q4 		$210K Buy
3,295
+284
+9% +$18.4K ﹤0.01% 1845
2025
Q3 		$186K Sell
3,011
-106
-3% -$6.03K ﹤0.01% 1835
2025
Q2 		$164K Buy
3,117
+531
+21% +$23.9K ﹤0.01% 1815
2025
Q1 		$110K Buy
2,586
+3
+0.1% +$143 ﹤0.01% 1897
2024
Q4 		$123K Buy
2,583
+6
+0.2% +$276 ﹤0.01% 1841
2024
Q3 		$112K Sell
2,577
-389
-13% -$16.1K ﹤0.01% 1849
2024
Q2 		$124K Buy
2,966
+5
+0.2% +$195 ﹤0.01% 1750
2024
Q1 		$116K Sell
2,961
-1,502
-34% -$56.4K ﹤0.01% 1767
2023
Q4 		$160K Sell
4,463
-823
-16% -$26.6K ﹤0.01% 1594
2023
Q3 		$165K Sell
5,286
-2,423
-31% -$79K ﹤0.01% 1521
2023
Q2 		$259K Sell
7,709
-2,627
-25% -$83.3K ﹤0.01% 1373
2023
Q1 		$339K Sell
10,336
-2,295
-18% -$73.5K ﹤0.01% 1256
2022
Q4 		$377K Sell
12,631
-2,463
-16% -$74.4K ﹤0.01% 1199
2022
Q3 		$431K Sell
15,094
-2,344
-13% -$77.2K ﹤0.01% 1108
2022
Q2 		$550K Sell
17,438
-300
-2% -$10.3K ﹤0.01% 1007
2022
Q1 		$665K Sell
17,738
-81
-0.5% -$3.08K ﹤0.01% 978
2021
Q4 		$744K Buy
17,819
+6,125
+52% +$242K ﹤0.01% 927
2021
Q3 		$425K Buy
11,694
+5,482
+88% +$208K ﹤0.01% 1052
2021
Q2 		$236K Buy
6,212
+2,162
+53% +$79K ﹤0.01% 1254
2021
Q1 		$142K Buy
+4,050
New +$142K ﹤0.01% 1351

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

Northwestern Mutual Wealth Management's UFOX Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 1.6% in Q1 2026, selling an estimated $3.63K and leaving 3,241 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

Northwestern Mutual Wealth Management first reported a position in UFOX in Q1 2021 and has held it in 21 quarters since. The position peaked at $744K in Q4 2021. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Northwestern Mutual Wealth Management held 3,241 shares of Defiance Space and Connective Tech ETF worth $221K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 54 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $3.63K.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1869 holding.
  • Northwestern Mutual Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q1 2021 and has held it in 21 quarters since.
  • Northwestern Mutual Wealth Management's Defiance Space and Connective Tech ETF position peaked at $744K in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.