SageView Advisory Group’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

SageView Advisory Group’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 Q4	$316K	Sell	4,947 -8,060	-62%	-$521K	0.01%	474
2025 Q3	$802K	Buy	13,007 +1	+0%	+$57	0.03%	292
2025 Q2	$709K	Hold	13,006	–	–	0.03%	301
2025 Q1	$553K	Buy	13,006 +486	+4%	+$23.1K	0.02%	329
2024 Q4	$597K	Buy	12,520 +351	+3%	+$16.1K	0.03%	311
2024 Q3	$528K	Buy	12,169 +1	+0%	+$42	0.03%	295
2024 Q2	$509K	Buy	12,168 +1	+0%	+$39	0.02%	337
2024 Q1	$476K	Hold	12,167	–	–	0.02%	334
2023 Q4	$450K	Sell	12,167 -3,151	-21%	-$102K	0.02%	412
2023 Q3	$479K	Buy	15,318 +544	+4%	+$17.7K	0.03%	336
2023 Q2	$497K	Buy	14,774 +2	+0%	+$63	0.03%	353
2023 Q1	$484K	Sell	14,772 -299	-2%	-$9.58K	0.03%	311
2022 Q4	$450K	Buy	+15,071	New	+$455K	0.04%	253

Other funds holding UFOX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SageView Advisory Group's UFOX Position: Q4 2025 in Review

SageView Advisory Group reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 62% in Q4 2025, selling an estimated $521K and leaving 4,947 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #474.

SageView Advisory Group first reported a position in UFOX in Q4 2022 and has held it in 13 quarters since. The position peaked at $802K in Q3 2025. 158 funds tracked by Wall St. Rank hold UFOX as of Q4 2025.

SageView Advisory Group held 4,947 shares of Defiance Space and Connective Tech ETF worth $316K as of Q4 2025.
SageView Advisory Group sold 8,060 Defiance Space and Connective Tech ETF shares in Q4 2025, an estimated $521K.
Defiance Space and Connective Tech ETF made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #474 holding.
SageView Advisory Group first reported a position in Defiance Space and Connective Tech ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Defiance Space and Connective Tech ETF position peaked at $802K in Q3 2025.
158 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.