SeaCrest Wealth Management
UFOX icon

SeaCrest Wealth Management’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

SeaCrest Wealth Management’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
Q3 		$287K Buy
3,374
+2
+0.1% +$168 0.03% 417
2026
Q2 		$320K Sell
3,372
-1,601
-32% -$142K 0.04% 395
2026
Q1 		$339K Sell
4,973
-46
-0.9% -$3.09K 0.04% 439
2025
Q4 		$327K Sell
5,019
-1,568
-24% -$101K 0.03% 443
2025
Q3 		$427K Buy
6,587
+5
+0.1% +$285 0.05% 350
2025
Q2 		$347K Sell
6,582
-495
-7% -$22.3K 0.04% 418
2025
Q1 		$301K Buy
7,077
+4
+0.1% +$190 0.03% 474
2024
Q4 		$337K Buy
7,073
+5
+0.1% +$230 0.04% 454
2024
Q3 		$307K Sell
7,068
-100
-1% -$4.15K 0.03% 486
2024
Q2 		$300K Buy
7,168
+7
+0.1% +$273 0.03% 459
2024
Q1 		$280K Buy
7,161
+5
+0.1% +$188 0.03% 464
2023
Q4 		$247K Sell
7,156
-146
-2% -$4.72K 0.03% 518
2023
Q3 		$228K Buy
7,302
+509
+7% +$16.6K 0.03% 528
2023
Q2 		$229K Buy
6,793
+12
+0.2% +$380 0.03% 541
2023
Q1 		$222K Buy
6,781
+15
+0.2% +$481 0.03% 555
2022
Q4 		$202K Buy
+6,766
New +$204K 0.03% 566
2022
Q3 		– Sell
-6,628
Closed -$209K – 1569
2022
Q2 		$209K Sell
6,628
-639
-9% -$21.9K 0.03% 591
2022
Q1 		$273K Sell
7,267
-11,084
-60% -$421K 0.03% 545
2021
Q4 		$765K Hold
18,351
– – 0.08% 235
2021
Q3 		$667K Buy
18,351
+505
+3% +$19.1K 0.08% 256
2021
Q2 		$679K Sell
17,846
-16
-0.1% -$585 0.08% 264
2021
Q1 		$629K Sell
17,862
-6,589
-27% -$231K 0.08% 264
2020
Q4 		$822K Buy
24,451
+8,941
+58% +$279K 0.12% 190
2020
Q3 		$442K Sell
15,510
-12,498
-45% -$359K 0.07% 275
2020
Q2 		$764K Buy
28,008
+681
+2% +$17.2K 0.13% 175
2020
Q1 		$595K Buy
27,327
+1,421
+5% +$35.3K 0.13% 182
2019
Q4 		$679K Buy
25,906
+17,084
+194% +$426K 0.11% 213
2019
Q3 		$216K Buy
+8,822
New +$215K 0.04% 472

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Kestra Advisory Services
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $553M AUM 22.48% 1-Year Est. Return
Financial Freedom LLC
Financial Freedom LLC Cincinnati, Ohio $218M AUM 21.75% 1-Year Est. Return
Advantage Trust Company
Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

SeaCrest Wealth Management's UFOX Position: Q3 2026 in Review

SeaCrest Wealth Management increased its Defiance Space and Connective Tech ETF (UFOX) stake by 0.06% in Q3 2026, buying an estimated $168 and bringing the position to 3,374 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #417.

SeaCrest Wealth Management first reported a position in UFOX in Q3 2019 and has held it in 28 quarters since. The position peaked at $822K in Q4 2020. 104 funds tracked by Wall St. Rank hold UFOX as of Q3 2026.

  • SeaCrest Wealth Management held 3,374 shares of Defiance Space and Connective Tech ETF worth $287K as of Q3 2026.
  • SeaCrest Wealth Management bought 2 Defiance Space and Connective Tech ETF shares in Q3 2026, an estimated $168.
  • Defiance Space and Connective Tech ETF made up 0.03% of SeaCrest Wealth Management's portfolio in Q3 2026, its #417 holding.
  • SeaCrest Wealth Management first reported a position in Defiance Space and Connective Tech ETF in Q3 2019 and has held it in 28 quarters since.
  • SeaCrest Wealth Management's Defiance Space and Connective Tech ETF position peaked at $822K in Q4 2020.
  • 104 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2026.

Based on SeaCrest Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.