Wealth Enhancement Advisory Services
UFOX

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
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 $1.38B AUM 33.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OFA
Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Wealth Enhancement Advisory Services's UFOX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Defiance Space and Connective Tech ETF (UFOX) stake by 3.3% in Q2 2026, selling an estimated $9.32K and leaving 3,083 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #3279.

Wealth Enhancement Advisory Services first reported a position in UFOX in Q1 2024 and has held it in 6 quarters since. The position peaked at $349K in Q1 2024. 76 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,083 shares of Defiance Space and Connective Tech ETF worth $274K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 105 Defiance Space and Connective Tech ETF shares in Q2 2026, an estimated $9.32K.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3279 holding.
  • Wealth Enhancement Advisory Services first reported a position in Defiance Space and Connective Tech ETF in Q1 2024 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's Defiance Space and Connective Tech ETF position peaked at $349K in Q1 2024.
  • 76 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.