OIA
UFOX

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

OneDigital Investment 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 		$2.21M Sell
32,396
-2,511
-7% -$169K 0.02% 449
2025
Q4 		$2.23M Sell
34,907
-965
-3% -$62.4K 0.02% 435
2025
Q3 		$2.21M Sell
35,872
-53
-0.1% -$3.02K 0.02% 417
2025
Q2 		$1.9M Sell
35,925
-972
-3% -$43.8K 0.02% 444
2025
Q1 		$1.57M Sell
36,897
-1,355
-4% -$64.4K 0.02% 465
2024
Q4 		$1.82M Sell
38,252
-2,752
-7% -$127K 0.02% 446
2024
Q3 		$1.78M Buy
41,004
+637
+2% +$26.4K 0.02% 470
2024
Q2 		$1.69M Buy
40,367
+11,262
+39% +$439K 0.02% 469
2024
Q1 		$1.14M Sell
29,105
-1,741
-6% -$65.4K 0.02% 469
2023
Q4 		$1.11M Sell
30,846
-11,154
-27% -$361K 0.02% 442
2023
Q3 		$1.31M Sell
42,000
-2,950
-7% -$96.2K 0.03% 364
2023
Q2 		$1.51M Sell
44,950
-3,630
-7% -$115K 0.03% 330
2023
Q1 		$1.59M Buy
48,580
+19,452
+67% +$623K 0.04% 310
2022
Q4 		$870K Buy
29,128
+17,957
+161% +$542K 0.03% 382
2022
Q3 		$319K Sell
11,171
-8,322
-43% -$274K 0.01% 580
2022
Q2 		$614K Sell
19,493
-9,851
-34% -$337K 0.03% 369
2022
Q1 		$1.1M Buy
29,344
+2,725
+10% +$104K 0.04% 253
2021
Q4 		$1.11M Buy
26,619
+516
+2% +$20.4K 0.04% 265
2021
Q3 		$948K Buy
26,103
+4,056
+18% +$154K 0.04% 280
2021
Q2 		$839K Buy
22,047
+2,978
+16% +$109K 0.03% 290
2021
Q1 		$671K Buy
19,069
+4,730
+33% +$166K 0.03% 315
2020
Q4 		$482K Buy
+14,339
New +$448K 0.03% 363

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

OneDigital Investment Advisors's UFOX Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 7.2% in Q1 2026, selling an estimated $169K and leaving 32,396 shares worth $2.21M. The position accounts for 0.02% of the portfolio, ranked #449.

OneDigital Investment Advisors first reported a position in UFOX in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.23M in Q4 2025. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • OneDigital Investment Advisors held 32,396 shares of Defiance Space and Connective Tech ETF worth $2.21M as of Q1 2026.
  • OneDigital Investment Advisors sold 2,511 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $169K.
  • Defiance Space and Connective Tech ETF made up 0.02% of OneDigital Investment Advisors's portfolio in Q1 2026, its #449 holding.
  • OneDigital Investment Advisors first reported a position in Defiance Space and Connective Tech ETF in Q4 2020 and has held it in 22 quarters since.
  • OneDigital Investment Advisors's Defiance Space and Connective Tech ETF position peaked at $2.23M in Q4 2025.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.