SWGC
UFOX

Summit Wealth Group (Colorado)’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-6,368
Closed -$4.07M – 498
2025
Q3 		$4.07M Buy
+6,368
New +$362K 0.63% 29

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Summit Wealth Group (Colorado)'s UFOX Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Defiance Space and Connective Tech ETF (UFOX) in Q4 2025, closing a stake of 6,368 shares — an estimated $4.07M sold.

Summit Wealth Group (Colorado) first reported a position in UFOX in Q3 2025 and held it in 1 quarter. The position peaked at $4.07M in Q3 2025. 158 funds tracked by Wall St. Rank hold UFOX as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Defiance Space and Connective Tech ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 6,368 Defiance Space and Connective Tech ETF shares in Q4 2025, an estimated $4.07M.
  • Summit Wealth Group (Colorado) first reported a position in Defiance Space and Connective Tech ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Defiance Space and Connective Tech ETF position peaked at $4.07M in Q3 2025.
  • 158 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.