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Hemington Wealth Management’s Procure Space ETF UFO Stock Holding History

Hemington Wealth Management’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
-56
Closed -$1K – 1791
2024
Q3 		$1K Buy
+56
New +$1K ﹤0.01% 1428

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

Hemington Wealth Management's UFO Position: Q4 2024 in Review

Hemington Wealth Management sold out of Procure Space ETF (UFO) in Q4 2024, closing a stake of 56 shares — an estimated $1K sold.

Hemington Wealth Management first reported a position in UFO in Q3 2024 and held it in 1 quarter. The position peaked at $1K in Q3 2024. 24 funds tracked by Wall St. Rank hold UFO as of Q4 2024.

  • Hemington Wealth Management reported no remaining Procure Space ETF position as of Q4 2024 after selling out during the quarter.
  • Hemington Wealth Management sold 56 Procure Space ETF shares in Q4 2024, an estimated $1K.
  • Hemington Wealth Management first reported a position in Procure Space ETF in Q3 2024 and held it in 1 quarter.
  • Hemington Wealth Management's Procure Space ETF position peaked at $1K in Q3 2024.
  • 24 funds tracked by Wall St. Rank held Procure Space ETF as of Q4 2024.

Based on Hemington Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.