OCM
UFOX

Osbon Capital Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Osbon Capital 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 		$76.7K Sell
1,126
-23
-2% -$1.55K 0.06% 127
2025
Q4 		$73.3K Buy
+1,149
New +$74.3K 0.07% 99

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

Osbon Capital Management's UFOX Position: Q1 2026 in Review

Osbon Capital Management reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 2% in Q1 2026, selling an estimated $1.55K and leaving 1,126 shares worth $76.7K. The position accounts for 0.06% of the portfolio, ranked #127.

Osbon Capital Management first reported a position in UFOX in Q4 2025 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Osbon Capital Management held 1,126 shares of Defiance Space and Connective Tech ETF worth $76.7K as of Q1 2026.
  • Osbon Capital Management sold 23 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $1.55K.
  • Defiance Space and Connective Tech ETF made up 0.06% of Osbon Capital Management's portfolio in Q1 2026, its #127 holding.
  • Osbon Capital Management first reported a position in Defiance Space and Connective Tech ETF in Q4 2025 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.