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Concord Wealth Partners’s Procure Space ETF UFO Stock Holding History

Concord Wealth Partners’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
2026
Q1 		– Sell
-13
Closed -$502 – 742
2025
Q4 		$502 Buy
+13
New +$476 ﹤0.01% 765

Other funds holding UFO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concord Wealth Partners's UFO Position: Q1 2026 in Review

Concord Wealth Partners sold out of Procure Space ETF (UFO) in Q1 2026, closing a stake of 13 shares — an estimated $502 sold.

Concord Wealth Partners first reported a position in UFO in Q4 2025 and held it in 1 quarter. The position peaked at $502 in Q4 2025. 93 funds tracked by Wall St. Rank hold UFO as of Q1 2026.

  • Concord Wealth Partners reported no remaining Procure Space ETF position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 13 Procure Space ETF shares in Q1 2026, an estimated $502.
  • Concord Wealth Partners first reported a position in Procure Space ETF in Q4 2025 and held it in 1 quarter.
  • Concord Wealth Partners's Procure Space ETF position peaked at $502 in Q4 2025.
  • 93 funds tracked by Wall St. Rank held Procure Space ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.