Wealthspire Advisors (New York)’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q2	–	Sell	-7,505	Closed	-$319K	–	880
2025 Q1	$319K	Hold	7,505	–	–	﹤0.01%	628
2024 Q4	$358K	Hold	7,505	–	–	﹤0.01%	605
2024 Q3	$326K	Sell	7,505 -4,479	-37%	-$186K	﹤0.01%	605
2024 Q2	$501K	Buy	11,984 +1,500	+14%	+$58.5K	0.01%	429
2024 Q1	$410K	Hold	10,484	–	–	0.01%	460
2023 Q4	$376K	Sell	10,484 -4,391	-30%	-$142K	0.01%	465
2023 Q3	$465K	Buy	14,875 +18	+0.1%	+$587	0.01%	406
2023 Q2	$500K	Buy	14,857 +23	+0.2%	+$729	0.01%	367
2023 Q1	$486K	Sell	14,834 -501	-3%	-$16.1K	0.01%	361
2022 Q4	$458K	Buy	15,335 +21	+0.1%	+$634	0.01%	383
2022 Q3	$437K	Buy	15,314 +17	+0.1%	+$560	0.01%	359
2022 Q2	$482K	Buy	15,297 +24	+0.2%	+$822	0.01%	323
2022 Q1	$573K	Buy	15,273 +4,789	+46%	+$182K	0.01%	256
2021 Q4	$437K	Hold	10,484	–	–	0.01%	347
2021 Q3	$381K	Hold	10,484	–	–	0.01%	410
2021 Q2	$399K	Hold	10,484	–	–	0.01%	254
2021 Q1	$369K	Buy	10,484 +1,500	+17%	+$52.7K	0.01%	490
2020 Q4	$302K	Hold	8,984	–	–	0.01%	435
2020 Q3	$256K	Buy	+8,984	New	+$258K	0.02%	256

Other funds holding UFOX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FIS

Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Wealthspire Advisors (New York)'s UFOX Position: Q2 2025 in Review

Wealthspire Advisors (New York) sold out of Defiance Space and Connective Tech ETF (UFOX) in Q2 2025, closing a stake of 7,505 shares — an estimated $319K sold.

Wealthspire Advisors (New York) first reported a position in UFOX in Q3 2020 and held it in 19 quarters. The position peaked at $573K in Q1 2022. 150 funds tracked by Wall St. Rank hold UFOX as of Q2 2025.

Wealthspire Advisors (New York) reported no remaining Defiance Space and Connective Tech ETF position as of Q2 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 7,505 Defiance Space and Connective Tech ETF shares in Q2 2025, an estimated $319K.
Wealthspire Advisors (New York) first reported a position in Defiance Space and Connective Tech ETF in Q3 2020 and held it in 19 quarters.
Wealthspire Advisors (New York)'s Defiance Space and Connective Tech ETF position peaked at $573K in Q1 2022.
150 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2025, filed 11 Aug 2025.