SWP
UFOX

Stratos Wealth Partners’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Stratos Wealth Partners’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 		$347K Buy
5,088
+8
+0.2% +$538 ﹤0.01% 1243
2025
Q4 		$324K Sell
5,080
-60
-1% -$3.88K ﹤0.01% 1243
2025
Q3 		$317K Buy
5,140
+315
+7% +$17.9K ﹤0.01% 1223
2025
Q2 		$255K Sell
4,825
-350
-7% -$15.8K ﹤0.01% 1210
2025
Q1 		$220K Sell
5,175
-2,937
-36% -$140K ﹤0.01% 1240
2024
Q4 		$387K Sell
8,112
-517
-6% -$23.8K 0.01% 1036
2024
Q3 		$374K Buy
8,629
+2,318
+37% +$96.2K 0.01% 1052
2024
Q2 		$264K Sell
6,311
-52
-0.8% -$2.03K ﹤0.01% 1141
2024
Q1 		$249K Sell
6,363
-1,322
-17% -$49.6K ﹤0.01% 1184
2023
Q4 		$275K Sell
7,685
-7,678
-50% -$248K 0.01% 1123
2023
Q3 		$480K Sell
15,363
-3,924
-20% -$128K 0.01% 834
2023
Q2 		$649K Buy
19,287
+1,940
+11% +$61.5K 0.01% 671
2023
Q1 		$569K Sell
17,347
-3,092
-15% -$99.1K 0.02% 653
2022
Q4 		$611K Sell
20,439
-887
-4% -$26.8K 0.02% 655
2022
Q3 		$608K Sell
21,326
-17,270
-45% -$569K 0.02% 618
2022
Q2 		$1.22M Sell
38,596
-1,646
-4% -$56.4K 0.03% 451
2022
Q1 		$1.51M Sell
40,242
-4,301
-10% -$163K 0.03% 439
2021
Q4 		$1.86M Sell
44,543
-674
-1% -$26.6K 0.04% 370
2021
Q3 		$1.64M Sell
45,217
-1,072
-2% -$40.6K 0.04% 363
2021
Q2 		$1.76M Buy
46,289
+4,226
+10% +$155K 0.04% 378
2021
Q1 		$1.48M Buy
+42,063
New +$1.48M 0.04% 386

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

Stratos Wealth Partners's UFOX Position: Q1 2026 in Review

Stratos Wealth Partners increased its Defiance Space and Connective Tech ETF (UFOX) stake by 0.16% in Q1 2026, buying an estimated $538 and bringing the position to 5,088 shares worth $347K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

Stratos Wealth Partners first reported a position in UFOX in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.86M in Q4 2021. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Stratos Wealth Partners held 5,088 shares of Defiance Space and Connective Tech ETF worth $347K as of Q1 2026.
  • Stratos Wealth Partners bought 8 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $538.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1243 holding.
  • Stratos Wealth Partners first reported a position in Defiance Space and Connective Tech ETF in Q1 2021 and has held it in 21 quarters since.
  • Stratos Wealth Partners's Defiance Space and Connective Tech ETF position peaked at $1.86M in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.