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BOLTON SECURITIES CORPORATION’s Defiance Space and Connective Tech ETF UFOX Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$38.8K Hold
456
– – ﹤0.01% 1420
2026
Q2 		$43.3K Sell
456
-205
-31% -$18.2K ﹤0.01% 1390
2026
Q1 		$45.1K Buy
+661
New +$44.4K ﹤0.01% 1254
2025
Q3 		$40.8K Buy
+661
New +$37.6K ﹤0.01% 1189
2025
Q1 		$28.1K Buy
+661
New +$31.4K ﹤0.01% 1209

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KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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

BOLTON SECURITIES CORPORATION's UFOX Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Defiance Space and Connective Tech ETF (UFOX) position steady in Q3 2026 at 456 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

BOLTON SECURITIES CORPORATION first reported a position in UFOX in Q1 2025 and has held it in 5 quarters since. The position peaked at $45.1K in Q1 2026. 128 funds tracked by Wall St. Rank hold UFOX as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 456 shares of Defiance Space and Connective Tech ETF worth $38.8K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Defiance Space and Connective Tech ETF share count unchanged in Q3 2026.
  • Defiance Space and Connective Tech ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1420 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Defiance Space and Connective Tech ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Defiance Space and Connective Tech ETF position peaked at $45.1K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held Defiance Space and Connective Tech ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.