Gradient Investments’s Procure Space ETF UFO Stock Holding History

Gradient Investments’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
2023 Q3	–	Sell	-237	Closed	-$4.54K	–	1912
2023 Q2	$4.54K	Hold	237	–	–	﹤0.01%	974
2023 Q1	$4.52K	Hold	237	–	–	﹤0.01%	974
2022 Q4	$4.62K	Buy	+237	New	+$4.64K	﹤0.01%	945

Other funds holding UFO

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

BCV

Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Gradient Investments's UFO Position: Q3 2023 in Review

Gradient Investments sold out of Procure Space ETF (UFO) in Q3 2023, closing a stake of 237 shares — an estimated $4.54K sold.

Gradient Investments first reported a position in UFO in Q4 2022 and held it in 3 quarters. The position peaked at $4.62K in Q4 2022. 25 funds tracked by Wall St. Rank hold UFO as of Q3 2023.

Gradient Investments reported no remaining Procure Space ETF position as of Q3 2023 after selling out during the quarter.
Gradient Investments sold 237 Procure Space ETF shares in Q3 2023, an estimated $4.54K.
Gradient Investments first reported a position in Procure Space ETF in Q4 2022 and held it in 3 quarters.
Gradient Investments's Procure Space ETF position peaked at $4.62K in Q4 2022.
25 funds tracked by Wall St. Rank held Procure Space ETF as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.