SWM
UFOX

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

SHP 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 		$7.33K Buy
+77
New +$6.83K ﹤0.01% 1063
2026
Q1 		– Sell
-2
Closed -$128 – 1922
2025
Q4 		$128 Buy
+2
New +$129 ﹤0.01% 1490

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

SHP Wealth Management's UFOX Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q2 2026: 77 shares worth $7.33K. The stake represents ﹤0.01% of the portfolio and ranks #1063 among its holdings. This is a return to the name: SHP Wealth Management previously reported a position in UFOX as recently as Q4 2025.

SHP Wealth Management first reported a position in UFOX in Q4 2025 and has held it in 2 quarters since. 198 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • SHP Wealth Management held 77 shares of Defiance Space and Connective Tech ETF worth $7.33K as of Q2 2026.
  • Defiance Space and Connective Tech ETF was a new SHP Wealth Management position in Q2 2026.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1063 holding.
  • SHP Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q4 2025 and has held it in 2 quarters since.
  • 198 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.