Tradition Wealth Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Tradition Wealth Management’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	$497K	Buy	5,227 +3	+0.1%	+$266	0.03%	316
2026 Q1	$356K	Buy	5,224 +3	+0.1%	+$202	0.03%	355
2025 Q4	$333K	Buy	5,221 +4	+0.1%	+$258	0.02%	357
2025 Q3	$322K	Sell	5,217 -11	-0.2%	-$626	0.02%	355
2025 Q2	$276K	Buy	5,228 +5	+0.1%	+$225	0.02%	370
2025 Q1	$222K	Buy	5,223 +5	+0.1%	+$238	0.02%	392
2024 Q4	$249K	Buy	5,218 +205	+4%	+$9.43K	0.02%	359
2024 Q3	$217K	Buy	5,013 +5	+0.1%	+$208	0.02%	381
2024 Q2	$209K	Buy	+5,008	New	+$195K	0.02%	377
2024 Q1	–	Sell	-5,087	Closed	-$182K	–	1226
2023 Q4	$182K	Hold	5,087	–	–	0.02%	339
2023 Q3	$159K	Sell	5,087 -489	-9%	-$15.9K	0.02%	338
2023 Q2	$188K	Buy	5,576 +9	+0.2%	+$285	0.02%	324
2023 Q1	$183K	Buy	5,567 +18	+0.3%	+$577	0.02%	313
2022 Q4	$166K	Sell	5,549 -200	-3%	-$6.04K	0.02%	293
2022 Q3	$164K	Sell	5,749 -300	-5%	-$9.88K	0.02%	283
2022 Q2	$182K	Buy	6,049 +221	+4%	+$7.57K	0.03%	275
2022 Q1	$219K	Buy	5,828 +315	+6%	+$12K	0.03%	282
2021 Q4	$230K	Buy	5,513 +491	+10%	+$19.4K	0.03%	282
2021 Q3	$182K	Buy	5,022 +6	+0.1%	+$227	0.03%	289
2021 Q2	$191K	Buy	5,016 +7	+0.1%	+$256	0.03%	290
2021 Q1	$176K	Sell	5,009 -455	-8%	-$16K	0.03%	265
2020 Q4	$184K	Buy	+5,464	New	+$171K	0.04%	240

Other funds holding UFOX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Tradition Wealth Management's UFOX Position: Q2 2026 in Review

Tradition Wealth Management increased its Defiance Space and Connective Tech ETF (UFOX) stake by 0.06% in Q2 2026, buying an estimated $266 and bringing the position to 5,227 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #316.

Tradition Wealth Management first reported a position in UFOX in Q4 2020 and has held it in 22 quarters since. 198 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

Tradition Wealth Management held 5,227 shares of Defiance Space and Connective Tech ETF worth $497K as of Q2 2026.
Tradition Wealth Management bought 3 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $266.
Defiance Space and Connective Tech ETF made up 0.03% of Tradition Wealth Management's portfolio in Q2 2026, its #316 holding.
Tradition Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q4 2020 and has held it in 22 quarters since.
198 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.