SFWC
UFOX

Strategic Family Wealth Counselors’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Strategic Family Wealth Counselors’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 		$789K Buy
11,570
+144
+1% +$9.68K 0.21% 84
2025
Q4 		$739K Buy
11,426
+11
+0.1% +$711 0.17% 95
2025
Q3 		$704K Buy
11,415
+9
+0.1% +$512 0.18% 80
2025
Q2 		$602K Buy
11,406
+14
+0.1% +$631 0.17% 82
2025
Q1 		$484K Buy
11,392
+12
+0.1% +$570 0.16% 83
2024
Q4 		$542K Buy
11,380
+515
+5% +$23.7K 0.18% 76
2024
Q3 		$471K Buy
10,865
+18
+0.2% +$747 0.16% 80
2024
Q2 		$453K Buy
10,847
+465
+4% +$18.1K 0.17% 74
2024
Q1 		$406K Sell
10,382
-3,127
-23% -$117K 0.16% 73
2023
Q4 		$484K Buy
13,509
+40
+0.3% +$1.29K 0.2% 64
2023
Q3 		$421K Buy
13,469
+1,400
+12% +$45.6K 0.2% 63
2023
Q2 		$406K Buy
12,069
+706
+6% +$22.4K 0.19% 64
2023
Q1 		$373K Buy
11,363
+550
+5% +$17.6K 0.18% 66
2022
Q4 		$323K Buy
10,813
+1,165
+12% +$35.2K 0.16% 71
2022
Q3 		$275K Buy
9,648
+723
+8% +$23.8K 0.14% 71
2022
Q2 		$281K Buy
8,925
+247
+3% +$8.46K 0.13% 69
2022
Q1 		$326K Buy
8,678
+287
+3% +$10.9K 0.13% 74
2021
Q4 		$350K Buy
8,391
+1,808
+27% +$71.4K 0.11% 74
2021
Q3 		$239K Buy
+6,583
New +$249K 0.08% 78

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 $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 $103B AUM 28.65% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Strategic Family Wealth Counselors's UFOX Position: Q1 2026 in Review

Strategic Family Wealth Counselors increased its Defiance Space and Connective Tech ETF (UFOX) stake by 1.3% in Q1 2026, buying an estimated $9.68K and bringing the position to 11,570 shares worth $789K. The position accounts for 0.21% of the portfolio, ranked #84.

Strategic Family Wealth Counselors first reported a position in UFOX in Q3 2021 and has held it in 19 quarters since. 162 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Strategic Family Wealth Counselors held 11,570 shares of Defiance Space and Connective Tech ETF worth $789K as of Q1 2026.
  • Strategic Family Wealth Counselors bought 144 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $9.68K.
  • Defiance Space and Connective Tech ETF made up 0.21% of Strategic Family Wealth Counselors's portfolio in Q1 2026, its #84 holding.
  • Strategic Family Wealth Counselors first reported a position in Defiance Space and Connective Tech ETF in Q3 2021 and has held it in 19 quarters since.
  • 162 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q1 2026, filed 11 May 2026.