TWM
UFOX

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
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
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

Tradition Wealth Management's UFOX Position: Q1 2026 in Review

Tradition Wealth Management increased its Defiance Space and Connective Tech ETF (UFOX) stake by 0.06% in Q1 2026, buying an estimated $202 and bringing the position to 5,224 shares worth $356K. The position accounts for 0.03% of the portfolio, ranked #355.

Tradition Wealth Management first reported a position in UFOX in Q4 2020 and has held it in 21 quarters since. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Tradition Wealth Management held 5,224 shares of Defiance Space and Connective Tech ETF worth $356K as of Q1 2026.
  • Tradition Wealth Management bought 3 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $202.
  • Defiance Space and Connective Tech ETF made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #355 holding.
  • Tradition Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q4 2020 and has held it in 21 quarters since.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.