Sunbelt Securities’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Sunbelt Securities’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	$11K	Hold	162	–	–	﹤0.01%	1474
2025 Q4	$10.3K	Hold	162	–	–	﹤0.01%	1427
2025 Q3	$9.99K	Hold	162	–	–	﹤0.01%	1444
2025 Q2	$7.72K	Hold	162	–	–	﹤0.01%	1362
2025 Q1	$6.88K	Hold	162	–	–	﹤0.01%	1345
2024 Q4	$7.78K	Hold	162	–	–	﹤0.01%	1361
2024 Q3	$7.03K	Hold	162	–	–	﹤0.01%	1366
2024 Q2	$6.77K	Hold	162	–	–	﹤0.01%	1340
2024 Q1	$6.33K	Hold	162	–	–	﹤0.01%	1325
2023 Q4	$5.81K	Hold	162	–	–	﹤0.01%	1282
2023 Q3	$5.06K	Hold	162	–	–	﹤0.01%	1306
2023 Q2	$5.45K	Sell	162 -119	-42%	-$3.77K	﹤0.01%	1309
2023 Q1	$9.11K	Buy	+281	New	+$9K	﹤0.01%	1152

Other funds holding UFOX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Sunbelt Securities's UFOX Position: Q1 2026 in Review

Sunbelt Securities held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q1 2026 at 162 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Sunbelt Securities first reported a position in UFOX in Q1 2023 and has held it in 13 quarters since. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

Sunbelt Securities held 162 shares of Defiance Space and Connective Tech ETF worth $11K as of Q1 2026.
Sunbelt Securities left its Defiance Space and Connective Tech ETF share count unchanged in Q1 2026.
Defiance Space and Connective Tech ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1474 holding.
Sunbelt Securities first reported a position in Defiance Space and Connective Tech ETF in Q1 2023 and has held it in 13 quarters since.
161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.