Truist Financial
UFOX

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

Truist Financial’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 		$244K Buy
+3,583
New +$241K ﹤0.01% 2531
2021
Q2 		– Sell
-13,261
Closed -$467K – 2825
2021
Q1 		$467K Buy
13,261
+855
+7% +$30K ﹤0.01% 2003
2020
Q4 		$416K Sell
12,406
-2,565
-17% -$80.1K ﹤0.01% 1951
2020
Q3 		$426K Buy
+14,971
New +$429K ﹤0.01% 1807

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 $26.4B AUM 21.05% 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 $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Truist Financial's UFOX Position: Q1 2026 in Review

Truist Financial opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q1 2026: 3,583 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #2531 among its holdings. This is a return to the name: Truist Financial previously reported a position in UFOX as recently as Q1 2021.

Truist Financial first reported a position in UFOX in Q3 2020 and has held it in 4 quarters since. The position peaked at $467K in Q1 2021. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Truist Financial held 3,583 shares of Defiance Space and Connective Tech ETF worth $244K as of Q1 2026.
  • Defiance Space and Connective Tech ETF was a new Truist Financial position in Q1 2026.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2531 holding.
  • Truist Financial first reported a position in Defiance Space and Connective Tech ETF in Q3 2020 and has held it in 4 quarters since.
  • Truist Financial's Defiance Space and Connective Tech ETF position peaked at $467K in Q1 2021.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.