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 Q1	$63K	Buy	+924	New	+$62.1K	0.01%	217

Other funds holding UFOX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Oak Harbor Wealth Partners's UFOX Position: Q1 2026 in Review

Oak Harbor Wealth Partners opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q1 2026: 924 shares worth $63K. The stake represents 0.01% of the portfolio and ranks #217 among its holdings.

161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

Oak Harbor Wealth Partners held 924 shares of Defiance Space and Connective Tech ETF worth $63K as of Q1 2026.
Defiance Space and Connective Tech ETF was a new Oak Harbor Wealth Partners position in Q1 2026.
Defiance Space and Connective Tech ETF made up 0.01% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #217 holding.
161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.