Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Steward Partners Investment Advisory’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 		$205K Sell
2,153
-259
-11% -$23K ﹤0.01% 2218
2026
Q1 		$164K Buy
2,412
+69
+3% +$4.64K ﹤0.01% 2115
2025
Q4 		$150K Buy
2,343
+2
+0.1% +$129 ﹤0.01% 2088
2025
Q3 		$144K Sell
2,341
-125
-5% -$7.11K ﹤0.01% 2034
2025
Q2 		$130K Buy
2,466
+3
+0.1% +$135 ﹤0.01% 1960
2025
Q1 		$105K Buy
2,463
+3
+0.1% +$143 ﹤0.01% 1986
2024
Q4 		$117K Buy
2,460
+3
+0.1% +$138 ﹤0.01% 1903
2024
Q3 		$107K Buy
2,457
+3
+0.1% +$125 ﹤0.01% 1843
2024
Q2 		$103K Buy
2,454
+4
+0.2% +$156 ﹤0.01% 1764
2024
Q1 		$95.7K Buy
2,450
+140
+6% +$5.26K ﹤0.01% 1791
2023
Q4 		$82.8K Hold
2,310
– – ﹤0.01% 1769
2023
Q3 		$72.2K Sell
2,310
-864
-27% -$28.2K ﹤0.01% 1735
2023
Q2 		$107K Buy
3,174
+304
+11% +$9.64K ﹤0.01% 1555
2023
Q1 		$94.1K Buy
2,870
+2
+0.1% +$64 ﹤0.01% 1611
2022
Q4 		$85.7K Sell
2,868
-644
-18% -$19.4K ﹤0.01% 1608
2022
Q3 		$100K Buy
3,512
+2
+0.1% +$66 ﹤0.01% 1497
2022
Q2 		$111K Buy
3,510
+4
+0.1% +$137 ﹤0.01% 1452
2022
Q1 		$132K Buy
3,506
+2
+0.1% +$76 ﹤0.01% 1488
2021
Q4 		$146K Buy
3,504
+959
+38% +$37.9K ﹤0.01% 1438
2021
Q3 		$92K Sell
2,545
-177
-7% -$6.7K ﹤0.01% 1588
2021
Q2 		$104K Sell
2,722
-2,716
-50% -$99.3K ﹤0.01% 2205
2021
Q1 		$191K Buy
5,438
+5,263
+3,007% +$185K ﹤0.01% 1325
2020
Q4 		$6K Hold
175
– – ﹤0.01% 2488
2020
Q3 		$5K Hold
175
– – ﹤0.01% 2398
2020
Q2 		$5K Hold
175
– – ﹤0.01% 2298
2020
Q1 		$3K Buy
+175
New +$4.34K ﹤0.01% 2246

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 $1.39B AUM 24.28% 1-Year Est. Return
Kestra Advisory Services
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

Steward Partners Investment Advisory's UFOX Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 11% in Q2 2026, selling an estimated $23K and leaving 2,153 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #2218.

Steward Partners Investment Advisory first reported a position in UFOX in Q1 2020 and has held it in 26 quarters since. 198 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Steward Partners Investment Advisory held 2,153 shares of Defiance Space and Connective Tech ETF worth $205K as of Q2 2026.
  • Steward Partners Investment Advisory sold 259 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $23K.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2218 holding.
  • Steward Partners Investment Advisory first reported a position in Defiance Space and Connective Tech ETF in Q1 2020 and has held it in 26 quarters since.
  • 198 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.