Prospera Financial Services
UFOX icon

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
Q3 		$498K Buy
6,432
+70
+1% +$5.87K 0.01% 1071
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return
Financial Freedom LLC
Financial Freedom LLC Cincinnati, Ohio $218M AUM 21.75% 1-Year Est. Return
Advantage Trust Company
Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Prospera Financial Services's UFOX Position: Q3 2026 in Review

Prospera Financial Services increased its Defiance Space and Connective Tech ETF (UFOX) stake by 1.1% in Q3 2026, buying an estimated $5.87K and bringing the position to 6,432 shares worth $498K. The position accounts for 0.01% of the portfolio, ranked #1071.

Prospera Financial Services first reported a position in UFOX in Q3 2020 and has held it in 18 quarters since. The position peaked at $606K in Q2 2026. 100 funds tracked by Wall St. Rank hold UFOX as of Q3 2026.

  • Prospera Financial Services held 6,432 shares of Defiance Space and Connective Tech ETF worth $498K as of Q3 2026.
  • Prospera Financial Services bought 70 Defiance Space and Connective Tech ETF shares in Q3 2026, an estimated $5.87K.
  • Defiance Space and Connective Tech ETF made up 0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1071 holding.
  • Prospera Financial Services first reported a position in Defiance Space and Connective Tech ETF in Q3 2020 and has held it in 18 quarters since.
  • Prospera Financial Services's Defiance Space and Connective Tech ETF position peaked at $606K in Q2 2026.
  • 100 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.