SFS
UFOX

Symphony Financial Services’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Symphony Financial Services’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
Q2 		$474K Buy
4,988
+220
+5% +$19.5K 0.21% 56
2026
Q1 		$325K Buy
4,768
+1
+0% +$67 0.17% 73
2025
Q4 		$304K Sell
4,767
-53
-1% -$3.42K 0.16% 73
2025
Q3 		$297K Buy
4,820
+36
+0.8% +$2.05K 0.16% 70
2025
Q2 		$253K Buy
+4,784
New +$216K 0.15% 71
2024
Q3 		– Sell
-4,997
Closed -$216K – 91
2024
Q2 		$216K Buy
+4,997
New +$195K 0.19% 76

Other funds holding UFOX

KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Symphony Financial Services's UFOX Position: Q2 2026 in Review

Symphony Financial Services increased its Defiance Space and Connective Tech ETF (UFOX) stake by 4.6% in Q2 2026, buying an estimated $19.5K and bringing the position to 4,988 shares worth $474K. The position accounts for 0.21% of the portfolio, ranked #56.

Symphony Financial Services first reported a position in UFOX in Q2 2024 and has held it in 6 quarters since. 76 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Symphony Financial Services held 4,988 shares of Defiance Space and Connective Tech ETF worth $474K as of Q2 2026.
  • Symphony Financial Services bought 220 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $19.5K.
  • Defiance Space and Connective Tech ETF made up 0.21% of Symphony Financial Services's portfolio in Q2 2026, its #56 holding.
  • Symphony Financial Services first reported a position in Defiance Space and Connective Tech ETF in Q2 2024 and has held it in 6 quarters since.
  • 76 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.