SWM
UFOX

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

Spire 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 		$299K Buy
3,142
+1
+0% +$89 0.01% 671
2026
Q1 		$214K Buy
3,141
+2
+0.1% +$134 0.01% 756
2025
Q4 		$200K Sell
3,139
-248
-7% -$16K 0.01% 789
2025
Q3 		$209K Buy
3,387
+1
+0% +$57 0.01% 772
2025
Q2 		$179K Buy
3,386
+4
+0.1% +$180 0.01% 794
2025
Q1 		$144K Buy
3,382
+364
+12% +$17.3K ﹤0.01% 912
2024
Q4 		$144K Sell
3,018
-249
-8% -$11.5K ﹤0.01% 921
2024
Q3 		$142K Sell
3,267
-8,222
-72% -$341K ﹤0.01% 820
2024
Q2 		$480K Sell
11,489
-10,799
-48% -$421K 0.02% 494
2024
Q1 		$871K Sell
22,288
-4,041
-15% -$152K 0.02% 402
2023
Q4 		$977K Sell
26,329
-70
-0.3% -$2.26K 0.03% 365
2023
Q3 		$825K Buy
26,399
+26,243
+16,822% +$856K 0.03% 373
2023
Q2 		$5.25K Buy
156
+1
+0.6% +$32 ﹤0.01% 1986
2023
Q1 		$5.09K Buy
155
+1
+0.6% +$32 ﹤0.01% 2029
2022
Q4 		$5K Hold
154
– – ﹤0.01% 1856
2022
Q3 		$4K Hold
154
– – ﹤0.01% 1833
2022
Q2 		$5K Buy
154
+1
+0.7% +$34 ﹤0.01% 2157
2022
Q1 		$6K Sell
153
-1,902
-93% -$72.3K ﹤0.01% 2210
2021
Q4 		$86K Buy
2,055
+1,886
+1,116% +$74.5K ﹤0.01% 1477
2021
Q3 		$6K Buy
169
+17
+11% +$644 ﹤0.01% 2259
2021
Q2 		$6K Sell
152
-4,553
-97% -$166K ﹤0.01% 2292
2021
Q1 		$167K Buy
+4,705
New +$165K ﹤0.01% 1145

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

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

Spire Wealth Management increased its Defiance Space and Connective Tech ETF (UFOX) stake by 0.03% in Q2 2026, buying an estimated $89 and bringing the position to 3,142 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #671.

Spire Wealth Management first reported a position in UFOX in Q1 2021 and has held it in 22 quarters since. The position peaked at $977K in Q4 2023. 76 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Spire Wealth Management held 3,142 shares of Defiance Space and Connective Tech ETF worth $299K as of Q2 2026.
  • Spire Wealth Management bought 1 Defiance Space and Connective Tech ETF share in Q2 2026, an estimated $89.
  • Defiance Space and Connective Tech ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #671 holding.
  • Spire Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Defiance Space and Connective Tech ETF position peaked at $977K in Q4 2023.
  • 76 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.