Independent Financial Group’s Procure Space ETF UFO Stock Holding History

Independent Financial Group’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 Q2	$372K	Buy	7,345 +1,894	+35%	+$102K	0.01%	1123
2026 Q1	$244K	Buy	+5,451	New	+$245K	0.01%	1273
2023 Q3	–	Sell	-32,560	Closed	-$623K	–	954
2023 Q2	$623K	Sell	32,560 -600	-2%	-$11.3K	0.04%	421
2023 Q1	$633K	Sell	33,160 -125	-0.4%	-$2.51K	0.05%	397
2022 Q4	$649K	Sell	33,285 -2,125	-6%	-$41.6K	0.06%	355
2022 Q3	$632K	Hold	35,410	–	–	0.06%	335
2022 Q2	$706K	Buy	35,410 +2,700	+8%	+$60.8K	0.08%	296
2022 Q1	$841K	Hold	32,710	–	–	0.07%	301
2021 Q4	$885K	Buy	+32,710	New	+$954K	0.07%	280
2021 Q3	–	Sell	-26,710	Closed	-$830K	–	755
2021 Q2	$830K	Buy	26,710 +4,000	+18%	+$119K	0.09%	257
2021 Q1	$648K	Sell	22,710 -811	-3%	-$23.4K	0.08%	260
2020 Q4	$600K	Buy	23,521 +7,225	+44%	+$170K	0.09%	264
2020 Q3	$341K	Buy	+16,296	New	+$346K	0.06%	324

Other funds holding UFO

PWM

Parkway Wealth Management Plano, Texas $866M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Financial Group's UFO Position: Q2 2026 in Review

Independent Financial Group increased its Procure Space ETF (UFO) stake by 35% in Q2 2026, buying an estimated $102K and bringing the position to 7,345 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #1123.

Independent Financial Group first reported a position in UFO in Q3 2020 and has held it in 13 quarters since. The position peaked at $885K in Q4 2021. 160 funds tracked by Wall St. Rank hold UFO as of Q2 2026.

Independent Financial Group held 7,345 shares of Procure Space ETF worth $372K as of Q2 2026.
Independent Financial Group bought 1,894 Procure Space ETF shares in Q2 2026, an estimated $102K.
Procure Space ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1123 holding.
Independent Financial Group first reported a position in Procure Space ETF in Q3 2020 and has held it in 13 quarters since.
Independent Financial Group's Procure Space ETF position peaked at $885K in Q4 2021.
160 funds tracked by Wall St. Rank held Procure Space ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.