Wealth Enhancement Advisory Services
UFOX icon

Wealth Enhancement Advisory Services’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Wealth Enhancement Advisory 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
Q3 		$283K Buy
3,276
+193
+6% +$16.2K ﹤0.01% 3409
2026
Q2 		$274K Sell
3,083
-105
-3% -$9.32K ﹤0.01% 3279
2026
Q1 		$229K Sell
3,188
-1,739
-35% -$117K ﹤0.01% 3027
2025
Q4 		$326K Sell
4,927
-84
-2% -$5.43K ﹤0.01% 2851
2025
Q3 		$316K Buy
5,011
+1
+0% +$57 ﹤0.01% 2748
2025
Q2 		$270K Buy
+5,010
New +$226K ﹤0.01% 2725
2024
Q2 		– Sell
-8,936
Closed -$349K – 2716
2024
Q1 		$349K Buy
+8,936
New +$335K ﹤0.01% 1820

Other funds holding UFOX

KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SIA
Schear Investment Advisers Cincinnati, Ohio $821M AUM 70.65% 1-Year Est. Return
TW
Tempo Wealth Independence, Ohio $821M AUM 25.02% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SF
Succession Financial Mckinney, Texas $104M AUM
PA
ProCore Advisors Newport Beach, California $82.2M AUM 34.17% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

Wealth Enhancement Advisory Services's UFOX Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Defiance Space and Connective Tech ETF (UFOX) stake by 6.3% in Q3 2026, buying an estimated $16.2K and bringing the position to 3,276 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #3409.

Wealth Enhancement Advisory Services first reported a position in UFOX in Q1 2024 and has held it in 7 quarters since. The position peaked at $349K in Q1 2024. 18 funds tracked by Wall St. Rank hold UFOX as of Q3 2026.

  • Wealth Enhancement Advisory Services held 3,276 shares of Defiance Space and Connective Tech ETF worth $283K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 193 Defiance Space and Connective Tech ETF shares in Q3 2026, an estimated $16.2K.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3409 holding.
  • Wealth Enhancement Advisory Services first reported a position in Defiance Space and Connective Tech ETF in Q1 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Defiance Space and Connective Tech ETF position peaked at $349K in Q1 2024.
  • 18 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.