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
Q1 		– Sell
-2
Closed -$128 – 1922
2025
Q4 		$128 Buy
+2
New +$129 ﹤0.01% 1490

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SHP Wealth Management's UFOX Position: Q1 2026 in Review

SHP Wealth Management sold out of Defiance Space and Connective Tech ETF (UFOX) in Q1 2026, closing a stake of 2 shares — an estimated $128 sold.

SHP Wealth Management first reported a position in UFOX in Q4 2025 and held it in 1 quarter. The position peaked at $128 in Q4 2025. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • SHP Wealth Management reported no remaining Defiance Space and Connective Tech ETF position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 2 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $128.
  • SHP Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Defiance Space and Connective Tech ETF position peaked at $128 in Q4 2025.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.