Sheets Smith Wealth Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Sheets Smith Wealth Management’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	$215K	Buy	+2,264	New	+$201K	0.02%	393
2024 Q1	–	Sell	-21,295	Closed	-$164K	–	394
2023 Q4	$164K	Buy	+21,295	New	+$688K	0.02%	333
2023 Q2	–	Sell	-6,656	Closed	-$218K	–	346
2023 Q1	$218K	Buy	+6,656	New	+$213K	0.03%	294
2022 Q4	–	Sell	-8,551	Closed	-$244K	–	328
2022 Q3	$244K	Sell	8,551 -343	-4%	-$11.3K	0.04%	268
2022 Q2	$280K	Buy	8,894 +11	+0.1%	+$377	0.05%	255
2022 Q1	$333K	Buy	8,883 +346	+4%	+$13.1K	0.05%	265
2021 Q4	$356K	Hold	8,537	–	–	0.04%	281
2021 Q3	$310K	Buy	8,537 +726	+9%	+$27.5K	0.04%	298
2021 Q2	$297K	Sell	7,811 -124	-2%	-$4.53K	0.04%	301
2021 Q1	$279K	Buy	7,935 +105	+1%	+$3.69K	0.04%	284
2020 Q4	$263K	Buy	+7,830	New	+$245K	0.04%	291

Other funds holding UFOX

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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return