West Branch Capital’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

West Branch Capital’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 Q4	–	Sell	-4	Closed	-$197	–	469
2025 Q3	$197	Hold	4	–	–	﹤0.01%	434
2025 Q2	$197	Hold	4	–	–	﹤0.01%	447
2025 Q1	$179	Hold	4	–	–	﹤0.01%	476
2024 Q4	$200	Hold	4	–	–	﹤0.01%	476
2024 Q3	$182	Hold	4	–	–	﹤0.01%	474
2024 Q2	$175	Hold	4	–	–	﹤0.01%	420
2024 Q1	$163	Hold	4	–	–	﹤0.01%	413
2023 Q4	$149	Hold	4	–	–	﹤0.01%	433
2023 Q3	$130	Hold	4	–	–	﹤0.01%	429
2023 Q2	$139	Hold	4	–	–	﹤0.01%	442
2023 Q1	$135	Hold	4	–	–	﹤0.01%	449
2022 Q4	$121	Hold	4	–	–	﹤0.01%	446
2022 Q3	$0	Hold	4	–	–	﹤0.01%	479
2022 Q2	$0	Hold	4	–	–	﹤0.01%	462
2022 Q1	$0	Hold	4	–	–	﹤0.01%	469
2021 Q4	$0	Buy	4 +1	+33%	+$39	﹤0.01%	471
2021 Q3	$0	Hold	3	–	–	﹤0.01%	453
2021 Q2	$0	Buy	+3	New	+$110	﹤0.01%	449

Other funds holding UFOX

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

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

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

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

West Branch Capital's UFOX Position: Q4 2025 in Review

West Branch Capital sold out of Defiance Space and Connective Tech ETF (UFOX) in Q4 2025, closing a stake of 4 shares — an estimated $197 sold.

West Branch Capital first reported a position in UFOX in Q2 2021 and held it in 18 quarters. The position peaked at $200 in Q4 2024. 158 funds tracked by Wall St. Rank hold UFOX as of Q4 2025.

West Branch Capital reported no remaining Defiance Space and Connective Tech ETF position as of Q4 2025 after selling out during the quarter.
West Branch Capital sold 4 Defiance Space and Connective Tech ETF shares in Q4 2025, an estimated $197.
West Branch Capital first reported a position in Defiance Space and Connective Tech ETF in Q2 2021 and held it in 18 quarters.
West Branch Capital's Defiance Space and Connective Tech ETF position peaked at $200 in Q4 2024.
158 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.