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Clear Point Advisors’s Procure Space ETF UFO Stock Holding History

Clear Point Advisors’s Portfolio UFO Stock Details UFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-107
Closed -$2.05K – 501
2024
Q3 		$2.05K Buy
107
+1
+0.9% +$18 ﹤0.01% 442
2024
Q2 		$1.69K Buy
106
+1
+1% +$16 ﹤0.01% 445
2024
Q1 		$1.79K Hold
105
– – ﹤0.01% 441
2023
Q4 		$1.96K Buy
+105
New +$1.72K ﹤0.01% 424

Other funds holding UFO

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
CF
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clear Point Advisors's UFO Position: Q4 2024 in Review

Clear Point Advisors sold out of Procure Space ETF (UFO) in Q4 2024, closing a stake of 107 shares — an estimated $2.05K sold.

Clear Point Advisors first reported a position in UFO in Q4 2023 and held it in 4 quarters. The position peaked at $2.05K in Q3 2024. 24 funds tracked by Wall St. Rank hold UFO as of Q4 2024.

  • Clear Point Advisors reported no remaining Procure Space ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 107 Procure Space ETF shares in Q4 2024, an estimated $2.05K.
  • Clear Point Advisors first reported a position in Procure Space ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Procure Space ETF position peaked at $2.05K in Q3 2024.
  • 24 funds tracked by Wall St. Rank held Procure Space ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.