Vontobel Holding
UFOX

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

Vontobel Holding’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 		$259K Sell
3,800
-9,960
-72% -$669K ﹤0.01% 1039
2025
Q4 		$878K Hold
13,760
– – ﹤0.01% 792
2025
Q3 		$849K Hold
13,760
– – ﹤0.01% 773
2025
Q2 		$726K Hold
13,760
– – ﹤0.01% 783
2025
Q1 		$585K Sell
13,760
-1,340
-9% -$63.7K ﹤0.01% 735
2024
Q4 		$720K Sell
15,100
-1,600
-10% -$73.6K ﹤0.01% 684
2024
Q3 		$724K Sell
16,700
-1,300
-7% -$54K ﹤0.01% 675
2024
Q2 		$752K Hold
18,000
– – ﹤0.01% 653
2024
Q1 		$703K Hold
18,000
– – 0.01% 676
2023
Q4 		$645K Sell
18,000
-1,200
-6% -$38.8K 0.01% 726
2023
Q3 		$600K Sell
19,200
-14,340
-43% -$468K 0.01% 712
2023
Q2 		$1.13M Hold
33,540
– – 0.01% 571
2023
Q1 		$1.1M Sell
33,540
-2,410
-7% -$77.2K 0.01% 561
2022
Q4 		$1.07M Hold
35,950
– – 0.01% 556
2022
Q3 		$1.02M Sell
35,950
-7,400
-17% -$244K 0.01% 538
2022
Q2 		$1.37M Sell
43,350
-1,809
-4% -$61.9K 0.01% 473
2022
Q1 		$1.7M Sell
45,159
-4,910
-10% -$187K 0.01% 465
2021
Q4 		$2.09M Buy
50,069
+4,109
+9% +$162K 0.02% 427
2021
Q3 		$1.67M Buy
45,960
+1,449
+3% +$54.9K 0.01% 484
2021
Q2 		$1.69M Buy
44,511
+3,320
+8% +$121K 0.01% 478
2021
Q1 		$1.45M Sell
41,191
-5,469
-12% -$192K 0.01% 464
2020
Q4 		$1.57M Buy
+46,660
New +$1.46M 0.01% 450

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

Vontobel Holding's UFOX Position: Q1 2026 in Review

Vontobel Holding reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 72% in Q1 2026, selling an estimated $669K and leaving 3,800 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1039.

Vontobel Holding first reported a position in UFOX in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.09M in Q4 2021. 161 funds tracked by Wall St. Rank hold UFOX as of Q1 2026.

  • Vontobel Holding held 3,800 shares of Defiance Space and Connective Tech ETF worth $259K as of Q1 2026.
  • Vontobel Holding sold 9,960 Defiance Space and Connective Tech ETF shares in Q1 2026, an estimated $669K.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #1039 holding.
  • Vontobel Holding first reported a position in Defiance Space and Connective Tech ETF in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's Defiance Space and Connective Tech ETF position peaked at $2.09M in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.