SFGP
UFOX

Stonebridge Financial Group (Pennsylvania)’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-1,000
Closed -$42.5K – 993
2025
Q1 		$42.5K Sell
1,000
-263,554
-100% -$12.5M ﹤0.01% 409
2024
Q4 		$12.6M Buy
+264,554
New +$12.2M 1.39% 20

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $171M AUM 24.03% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s UFOX Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2025, closing a stake of 1,000 shares — an estimated $42.5K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in UFOX in Q4 2024 and held it in 2 quarters. The position peaked at $12.6M in Q4 2024. 150 funds tracked by Wall St. Rank hold UFOX as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1,000 Defiance Space and Connective Tech ETF shares in Q2 2025, an estimated $42.5K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Defiance Space and Connective Tech ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Defiance Space and Connective Tech ETF position peaked at $12.6M in Q4 2024.
  • 150 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.