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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
Q2 		$382K Sell
4,024
-3
-0.1% -$266 0.21% 68
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

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Retirement Planning Group (New York)'s UFOX Position: Q2 2026 in Review

Retirement Planning Group (New York) reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 0.07% in Q2 2026, selling an estimated $266 and leaving 4,024 shares worth $382K. The position accounts for 0.21% of the portfolio, ranked #68.

Retirement Planning Group (New York) first reported a position in UFOX in Q2 2025 and has held it in 5 quarters since. 198 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Retirement Planning Group (New York) held 4,024 shares of Defiance Space and Connective Tech ETF worth $382K as of Q2 2026.
  • Retirement Planning Group (New York) sold 3 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $266.
  • Defiance Space and Connective Tech ETF made up 0.21% of Retirement Planning Group (New York)'s portfolio in Q2 2026, its #68 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 5 quarters since.
  • 198 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q2 2026, filed 7 Aug 2026.