RIA
UFOX

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

Realta 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 		– Sell
-125
Closed -$7.98K – 406
2025
Q4 		$7.98K Buy
+125
New +$8.08K ﹤0.01% 299
2024
Q3 		– Sell
-1,537
Closed -$64.2K – 795
2024
Q2 		$64.2K Sell
1,537
-113
-7% -$4.41K 0.01% 507
2024
Q1 		$64.5K Buy
+1,650
New +$61.9K 0.01% 529
2023
Q4 		– Sell
-1,820
Closed -$61.3K – 822
2023
Q3 		$61.3K Sell
1,820
-800
-31% -$26.1K 0.01% 517
2023
Q2 		$88.2K Buy
+2,620
New +$83.1K 0.02% 500
2023
Q1 		– Sell
-2,869
Closed -$85.7K – 856
2022
Q4 		$85.7K Sell
2,869
-1,570
-35% -$47.4K 0.02% 503
2022
Q3 		$127K Buy
+4,439
New +$146K 0.03% 421
2022
Q2 		– Sell
-5,351
Closed -$201K – 448
2022
Q1 		$201K Sell
5,351
-669
-11% -$25.4K 0.04% 400
2021
Q4 		$251K Sell
6,020
-238
-4% -$9.4K 0.06% 358
2021
Q3 		$227K Sell
6,258
-299
-5% -$11.3K 0.05% 356
2021
Q2 		$249K Sell
6,557
-391
-6% -$14.3K 0.06% 330
2021
Q1 		$245K Buy
+6,948
New +$244K 0.06% 314

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

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

Realta Investment Advisors sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2026, closing a stake of 125 shares — an estimated $7.98K sold.

Realta Investment Advisors first reported a position in UFOX in Q1 2021 and held it in 12 quarters. The position peaked at $251K in Q4 2021. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Realta Investment Advisors reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 125 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $7.98K.
  • Realta Investment Advisors first reported a position in Defiance Space and Connective Tech ETF in Q1 2021 and held it in 12 quarters.
  • Realta Investment Advisors's Defiance Space and Connective Tech ETF position peaked at $251K in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Realta Investment Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.