RPGNY
UFOX

Retirement Planning Group (New York)’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Retirement Planning Group (New York)’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 		$275K Hold
4,027
– – 0.18% 75
2025
Q4 		$257K Buy
4,027
+1
+0% +$65 0.18% 77
2025
Q3 		$248K Hold
4,026
– – 0.19% 75
2025
Q2 		$212K Buy
+4,026
New +$181K 0.19% 74

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

Retirement Planning Group (New York)'s UFOX Position: Q1 2026 in Review

Retirement Planning Group (New York) held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q1 2026 at 4,027 shares worth $275K. The position accounts for 0.18% of the portfolio, ranked #75.

Retirement Planning Group (New York) first reported a position in UFOX in Q2 2025 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Retirement Planning Group (New York) held 4,027 shares of Defiance Space and Connective Tech ETF worth $275K as of Q1 2026.
  • Retirement Planning Group (New York) left its Defiance Space and Connective Tech ETF share count unchanged in Q1 2026.
  • Defiance Space and Connective Tech ETF made up 0.18% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #75 holding.
  • Retirement Planning Group (New York) first reported a position in Defiance Space and Connective Tech ETF in Q2 2025 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.