Schear Investment Advisers’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Schear Investment Advisers’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 Q3	$468K	Buy	+5,499	New	+$461K	0.06%	164

Other funds holding UFOX

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Succession Financial Mckinney, Texas $104M AUM

ProCore Advisors Newport Beach, California $82.2M AUM 34.17% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Schear Investment Advisers's UFOX Position: Q3 2026 in Review

Schear Investment Advisers opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q3 2026: 5,499 shares worth $468K. The stake represents 0.06% of the portfolio and ranks #164 among its holdings.

18 funds tracked by Wall St. Rank hold UFOX as of Q3 2026.

Schear Investment Advisers held 5,499 shares of Defiance Space and Connective Tech ETF worth $468K as of Q3 2026.
Defiance Space and Connective Tech ETF was a new Schear Investment Advisers position in Q3 2026.
Defiance Space and Connective Tech ETF made up 0.06% of Schear Investment Advisers's portfolio in Q3 2026, its #164 holding.
18 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2026.

Based on Schear Investment Advisers's 13F filing for Q3 2026, filed 14 Oct 2026.