PFS
UFOX

Prospera Financial Services’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Prospera Financial Services’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 		$606K Sell
6,362
-74
-1% -$6.57K 0.01% 961
2026
Q1 		$439K Sell
6,436
-170
-3% -$11.4K 0.01% 1047
2025
Q4 		$422K Sell
6,606
-147
-2% -$9.5K 0.01% 996
2025
Q3 		$417K Sell
6,753
-489
-7% -$27.8K 0.01% 1013
2025
Q2 		$383K Buy
+7,242
New +$326K 0.01% 1012
2023
Q3 		– Sell
-6,752
Closed -$228K – 1074
2023
Q2 		$228K Sell
6,752
-194
-3% -$6.15K 0.01% 911
2023
Q1 		$228K Sell
6,946
-1,343
-16% -$43K 0.01% 873
2022
Q4 		$248K Buy
8,289
+905
+12% +$27.3K 0.01% 774
2022
Q3 		$211K Sell
7,384
-2,313
-24% -$76.2K 0.01% 769
2022
Q2 		$306K Sell
9,697
-2,531
-21% -$86.7K 0.02% 625
2022
Q1 		$459K Buy
12,228
+932
+8% +$35.4K 0.02% 621
2021
Q4 		$471K Buy
11,296
+396
+4% +$15.6K 0.02% 592
2021
Q3 		$396K Buy
10,900
+651
+6% +$24.6K 0.02% 590
2021
Q2 		$389K Buy
10,249
+1,061
+12% +$38.8K 0.02% 592
2021
Q1 		$323K Buy
9,188
+1,260
+16% +$44.2K 0.02% 597
2020
Q4 		$266K Buy
7,928
+6,928
+693% +$216K 0.02% 567
2020
Q3 		$28K Buy
+1,000
New +$28.7K 0.01% 804

Other funds holding UFOX

KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Prospera Financial Services's UFOX Position: Q2 2026 in Review

Prospera Financial Services reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 1.1% in Q2 2026, selling an estimated $6.57K and leaving 6,362 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #961.

Prospera Financial Services first reported a position in UFOX in Q3 2020 and has held it in 17 quarters since. 76 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Prospera Financial Services held 6,362 shares of Defiance Space and Connective Tech ETF worth $606K as of Q2 2026.
  • Prospera Financial Services sold 74 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $6.57K.
  • Defiance Space and Connective Tech ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #961 holding.
  • Prospera Financial Services first reported a position in Defiance Space and Connective Tech ETF in Q3 2020 and has held it in 17 quarters since.
  • 76 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.