OHWP
UFOX

Oak Harbor Wealth Partners’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Oak Harbor Wealth Partners’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 		– Sell
-924
Closed -$63K – 299
2026
Q1 		$63K Buy
+924
New +$62.1K 0.01% 217

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UBS Group
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KL
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KAS
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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

Oak Harbor Wealth Partners's UFOX Position: Q2 2026 in Review

Oak Harbor Wealth Partners sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2026, closing a stake of 924 shares — an estimated $63K sold.

Oak Harbor Wealth Partners first reported a position in UFOX in Q1 2026 and held it in 1 quarter. The position peaked at $63K in Q1 2026. 198 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Oak Harbor Wealth Partners reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 924 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $63K.
  • Oak Harbor Wealth Partners first reported a position in Defiance Space and Connective Tech ETF in Q1 2026 and held it in 1 quarter.
  • Oak Harbor Wealth Partners's Defiance Space and Connective Tech ETF position peaked at $63K in Q1 2026.
  • 198 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.