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Stephens Consulting’s Procure Space ETF UFO Stock Holding History

Stephens Consulting’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
2022
Q3 		– Sell
-600
Closed -$12K – 570
2022
Q2 		$12K Hold
600
– – 0.01% 301
2022
Q1 		$15.4K Hold
600
– – 0.01% 298
2021
Q4 		$16.2K Buy
+600
New +$17.5K 0.01% 335

Other funds holding UFO

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $2.66B AUM 26.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Stephens Consulting's UFO Position: Q3 2022 in Review

Stephens Consulting sold out of Procure Space ETF (UFO) in Q3 2022, closing a stake of 600 shares — an estimated $12K sold.

Stephens Consulting first reported a position in UFO in Q4 2021 and held it in 3 quarters. The position peaked at $16.2K in Q4 2021. 31 funds tracked by Wall St. Rank hold UFO as of Q3 2022.

  • Stephens Consulting reported no remaining Procure Space ETF position as of Q3 2022 after selling out during the quarter.
  • Stephens Consulting sold 600 Procure Space ETF shares in Q3 2022, an estimated $12K.
  • Stephens Consulting first reported a position in Procure Space ETF in Q4 2021 and held it in 3 quarters.
  • Stephens Consulting's Procure Space ETF position peaked at $16.2K in Q4 2021.
  • 31 funds tracked by Wall St. Rank held Procure Space ETF as of Q3 2022.

Based on Stephens Consulting's 13F filing for Q3 2022, filed 20 Jan 2023.