WEG
UFOX

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

World Equity 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
2025
Q3 		– Sell
-10,498
Closed -$554K – 376
2025
Q2 		$554K Buy
10,498
+22
+0.2% +$991 0.15% 146
2025
Q1 		$445K Sell
10,476
-340
-3% -$16.2K 0.13% 167
2024
Q4 		$499K Hold
10,816
– – 0.11% 192
2024
Q3 		$469K Buy
10,816
+120
+1% +$4.98K 0.17% 135
2024
Q2 		$447K Sell
10,696
-2,629
-20% -$103K 0.13% 169
2024
Q1 		$521K Sell
13,325
-7
-0.1% -$263 0.11% 179
2023
Q4 		$478K Sell
13,332
-901
-6% -$29.1K 0.1% 196
2023
Q3 		$445K Sell
14,233
-42
-0.3% -$1.37K 0.09% 217
2023
Q2 		$481K Sell
14,275
-47,681
-77% -$1.51M 0.14% 189
2023
Q1 		$555K Buy
61,956
+47,576
+331% +$1.52M 0.08% 258
2022
Q4 		$430K Sell
14,380
-353
-2% -$10.7K 0.1% 201
2022
Q3 		$420K Buy
14,733
+901
+7% +$29.7K 0.11% 189
2022
Q2 		$436K Sell
13,832
-1,191
-8% -$40.8K 0.11% 206
2022
Q1 		$564K Buy
+15,023
New +$571K 0.12% 191

Other funds holding UFOX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $950M AUM 24.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

World Equity Group's UFOX Position: Q3 2025 in Review

World Equity Group sold out of Defiance Space and Connective Tech ETF (UFOX) in Q3 2025, closing a stake of 10,498 shares — an estimated $554K sold.

World Equity Group first reported a position in UFOX in Q1 2022 and held it in 14 quarters. The position peaked at $564K in Q1 2022. 156 funds tracked by Wall St. Rank hold UFOX as of Q3 2025.

  • World Equity Group reported no remaining Defiance Space and Connective Tech ETF position as of Q3 2025 after selling out during the quarter.
  • World Equity Group sold 10,498 Defiance Space and Connective Tech ETF shares in Q3 2025, an estimated $554K.
  • World Equity Group first reported a position in Defiance Space and Connective Tech ETF in Q1 2022 and held it in 14 quarters.
  • World Equity Group's Defiance Space and Connective Tech ETF position peaked at $564K in Q1 2022.
  • 156 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2025.

Based on World Equity Group's 13F filing for Q3 2025, filed 24 Oct 2025.