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

Welch Group’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	$217K	Buy	+2,280	New	+$202K	0.01%	297

Other funds holding UFOX

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

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

Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Oak Family Advisors Chicago, Illinois $391M AUM 26.35% 1-Year Est. Return

HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return

Welch Group's UFOX Position: Q2 2026 in Review

Welch Group opened a new position in Defiance Space and Connective Tech ETF (UFOX) in Q2 2026: 2,280 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #297 among its holdings.

69 funds tracked by Wall St. Rank hold UFOX as of Q2 2026.

Welch Group held 2,280 shares of Defiance Space and Connective Tech ETF worth $217K as of Q2 2026.
Defiance Space and Connective Tech ETF was a new Welch Group position in Q2 2026.
Defiance Space and Connective Tech ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #297 holding.
69 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.