Stifel Financial
UFOX

Stifel Financial’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Stifel Financial’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 		$918K Buy
13,463
+1
+0% +$67 ﹤0.01% 2498
2025
Q4 		$859K Sell
13,462
-429
-3% -$27.7K ﹤0.01% 2538
2025
Q3 		$857K Sell
13,891
-16,202
-54% -$922K ﹤0.01% 2492
2025
Q2 		$1.59M Sell
30,093
-500
-2% -$22.5K ﹤0.01% 2001
2025
Q1 		$1.3M Buy
30,593
+3,944
+15% +$187K ﹤0.01% 2059
2024
Q4 		$1.27M Sell
26,649
-2,447
-8% -$113K ﹤0.01% 2096
2024
Q3 		$1.26M Sell
29,096
-206
-0.7% -$8.55K ﹤0.01% 2069
2024
Q2 		$1.22M Sell
29,302
-42,375
-59% -$1.65M ﹤0.01% 2032
2024
Q1 		$2.8M Sell
71,677
-3,647
-5% -$137K ﹤0.01% 1498
2023
Q4 		$2.7M Sell
75,324
-6,116
-8% -$198K ﹤0.01% 1470
2023
Q3 		$2.55M Buy
81,440
+809
+1% +$26.4K ﹤0.01% 1431
2023
Q2 		$2.71M Sell
80,631
-1,197
-1% -$37.9K ﹤0.01% 1420
2023
Q1 		$2.68M Sell
81,828
-29,291
-26% -$939K ﹤0.01% 1388
2022
Q4 		$3.32M Sell
111,119
-33,926
-23% -$1.02M 0.01% 1209
2022
Q3 		$4.14M Sell
145,045
-3,080
-2% -$101K 0.01% 1034
2022
Q2 		$4.67M Sell
148,125
-4,095
-3% -$140K 0.01% 1000
2022
Q1 		$5.71M Sell
152,220
-47,845
-24% -$1.82M 0.01% 993
2021
Q4 		$8.34M Buy
200,065
+5,533
+3% +$218K 0.01% 823
2021
Q3 		$7.07M Buy
194,532
+6,539
+3% +$248K 0.01% 864
2021
Q2 		$7.15M Buy
187,993
+46,925
+33% +$1.72M 0.01% 842
2021
Q1 		$4.97M Buy
141,068
+36,362
+35% +$1.28M 0.01% 970
2020
Q4 		$3.52M Buy
104,706
+72,291
+223% +$2.26M 0.01% 1051
2020
Q3 		$923K Buy
32,415
+5,444
+20% +$156K ﹤0.01% 1690
2020
Q2 		$736K Buy
26,971
+9,288
+53% +$235K ﹤0.01% 1759
2020
Q1 		$386K Buy
+17,683
New +$439K ﹤0.01% 2023

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $324B AUM 22.36% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Stifel Financial's UFOX Position: Q1 2026 in Review

Stifel Financial increased its Defiance Space and Connective Tech ETF (UFOX) stake by 0.01% in Q1 2026, buying an estimated $67 and bringing the position to 13,463 shares worth $918K. The position accounts for ﹤0.01% of the portfolio, ranked #2498.

Stifel Financial first reported a position in UFOX in Q1 2020 and has held it in 25 quarters since. The position peaked at $8.34M in Q4 2021. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Stifel Financial held 13,463 shares of Defiance Space and Connective Tech ETF worth $918K as of Q1 2026.
  • Stifel Financial bought 1 Defiance Space and Connective Tech ETF share in Q1 2026, an estimated $67.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2498 holding.
  • Stifel Financial first reported a position in Defiance Space and Connective Tech ETF in Q1 2020 and has held it in 25 quarters since.
  • Stifel Financial's Defiance Space and Connective Tech ETF position peaked at $8.34M in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.