Mount Yale Investment Advisors’s Procure Space ETF UFO Stock Holding History

Mount Yale Investment 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
2025 Q3	–	Sell	-96	Closed	-$2.76K	–	1538
2025 Q2	$2.76K	Buy	+96	New	+$2.29K	﹤0.01%	1299

Other funds holding UFO

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

CFIM

Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Mount Yale Investment Advisors's UFO Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Procure Space ETF (UFO) in Q3 2025, closing a stake of 96 shares — an estimated $2.76K sold.

Mount Yale Investment Advisors first reported a position in UFO in Q2 2025 and held it in 1 quarter. The position peaked at $2.76K in Q2 2025. 47 funds tracked by Wall St. Rank hold UFO as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Procure Space ETF position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 96 Procure Space ETF shares in Q3 2025, an estimated $2.76K.
Mount Yale Investment Advisors first reported a position in Procure Space ETF in Q2 2025 and held it in 1 quarter.
Mount Yale Investment Advisors's Procure Space ETF position peaked at $2.76K in Q2 2025.
47 funds tracked by Wall St. Rank held Procure Space ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.