SC
UFOX

Searle & Co’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Searle & Co’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 		– Sell
-10,534
Closed -$718K – 209
2026
Q1 		$718K Hold
10,534
– – 0.18% 100
2025
Q4 		$672K Hold
10,534
– – 0.17% 98
2025
Q3 		$650K Hold
10,534
– – 0.17% 99
2025
Q2 		$556K Hold
10,534
– – 0.16% 102
2025
Q1 		$448K Hold
10,534
– – 0.13% 110
2024
Q4 		$502K Hold
10,534
– – 0.14% 110
2024
Q3 		$457K Hold
10,534
– – 0.11% 110
2024
Q2 		$440K Sell
10,534
-666
-6% -$26K 0.1% 118
2024
Q1 		$438K Hold
11,200
– – 0.11% 107
2023
Q4 		$401K Hold
11,200
– – 0.11% 111
2023
Q3 		$350K Hold
11,200
– – 0.12% 110
2023
Q2 		$378K Hold
11,200
– – 0.12% 111
2023
Q1 		$343K Hold
11,200
– – 0.11% 116
2022
Q4 		$335K Hold
11,200
– – 0.11% 120
2022
Q3 		$319K Sell
11,200
-300
-3% -$9.88K 0.12% 118
2022
Q2 		$362K Hold
11,500
– – 0.14% 115
2022
Q1 		$432K Hold
11,500
– – 0.16% 111
2021
Q4 		$480K Hold
11,500
– – 0.17% 100
2021
Q3 		$418K Hold
11,500
– – 0.17% 103
2021
Q2 		$438K Hold
11,500
– – 0.18% 100
2021
Q1 		$405K Buy
11,500
+95
+0.8% +$3.33K 0.18% 99
2020
Q4 		$383K Hold
11,405
– – 0.18% 95
2020
Q3 		$325K Hold
11,405
– – 0.18% 99
2020
Q2 		$311K Hold
11,405
– – 0.18% 95
2020
Q1 		$249K Buy
11,405
+400
+4% +$9.93K 0.18% 101
2019
Q4 		$288K Buy
11,005
+1,700
+18% +$42.4K 0.16% 110
2019
Q3 		$228K Buy
+9,305
New +$226K 0.13% 120

Other funds holding UFOX

KL
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Searle & Co's UFOX Position: Q2 2026 in Review

Searle & Co sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2026, closing a stake of 10,534 shares — an estimated $718K sold.

Searle & Co first reported a position in UFOX in Q3 2019 and held it in 27 quarters. The position peaked at $718K in Q1 2026. 76 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Searle & Co reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2026 after selling out during the quarter.
  • Searle & Co sold 10,534 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $718K.
  • Searle & Co first reported a position in Defiance Space and Connective Tech ETF in Q3 2019 and held it in 27 quarters.
  • Searle & Co's Defiance Space and Connective Tech ETF position peaked at $718K in Q1 2026.
  • 76 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.