PA
UFOX

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

PSI 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
2025
Q2 		– Sell
-2,329
Closed -$99K – 731
2025
Q1 		$99K Hold
2,329
– – 0.03% 169
2024
Q4 		$111K Buy
2,329
+8
+0.3% +$368 0.03% 174
2024
Q3 		$101K Buy
2,321
+16
+0.7% +$664 0.03% 193
2024
Q2 		$96.3K Buy
2,305
+27
+1% +$1.05K 0.03% 182
2024
Q1 		$89K Sell
2,278
-182
-7% -$6.83K 0.03% 192
2023
Q4 		$88.2K Hold
2,460
– – 0.03% 199
2023
Q3 		$76.9K Sell
2,460
-36
-1% -$1.17K 0.03% 205
2023
Q2 		$84K Sell
2,496
-16
-0.6% -$507 0.04% 188
2023
Q1 		$82.4K Buy
2,512
+473
+23% +$15.2K 0.04% 175
2022
Q4 		$60.9K Sell
2,039
-1,012
-33% -$30.6K 0.03% 195
2022
Q3 		$87K Buy
3,051
+264
+9% +$8.69K 0.05% 169
2022
Q2 		$88K Buy
2,787
+130
+5% +$4.45K 0.04% 184
2022
Q1 		$100K Buy
2,657
+120
+5% +$4.56K 0.04% 198
2021
Q4 		$106K Buy
2,537
+151
+6% +$5.96K 0.04% 196
2021
Q3 		$87K Buy
+2,386
New +$90.3K 0.04% 214
2020
Q1 		– Sell
-250
Closed -$6K – 628
2019
Q4 		$6K Buy
+250
New +$6.23K ﹤0.01% 534

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

PSI Advisors's UFOX Position: Q2 2025 in Review

PSI Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2025, closing a stake of 2,329 shares — an estimated $99K sold.

PSI Advisors first reported a position in UFOX in Q4 2019 and held it in 16 quarters. The position peaked at $111K in Q4 2024. 150 funds tracked by Wall St. Rank hold UFOX as of Q2 2025.

  • PSI Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 2,329 Defiance Space and Connective Tech ETF shares in Q2 2025, an estimated $99K.
  • PSI Advisors first reported a position in Defiance Space and Connective Tech ETF in Q4 2019 and held it in 16 quarters.
  • PSI Advisors's Defiance Space and Connective Tech ETF position peaked at $111K in Q4 2024.
  • 150 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.