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
2026 Q2	$384K	Sell	4,560 -388	-8%	-$34.4K	0.01%	421
2026 Q1	$337K	Buy	4,948 +1	+0%	+$67	0.01%	439
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 $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

SageView Advisory Group's UFOX Position: Q2 2026 in Review

SageView Advisory Group reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 7.8% in Q2 2026, selling an estimated $34.4K and leaving 4,560 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #421.

SageView Advisory Group first reported a position in UFOX in Q4 2022 and has held it in 15 quarters since. The position peaked at $802K in Q3 2025. 198 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

SageView Advisory Group held 4,560 shares of Defiance Space and Connective Tech ETF worth $384K as of Q2 2026.
SageView Advisory Group sold 388 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $34.4K.
Defiance Space and Connective Tech ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #421 holding.
SageView Advisory Group first reported a position in Defiance Space and Connective Tech ETF in Q4 2022 and has held it in 15 quarters since.
SageView Advisory Group's Defiance Space and Connective Tech ETF position peaked at $802K in Q3 2025.
198 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.