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Tobias Financial Advisors’s Procure Space ETF UFO Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-100
Closed -$2K – 270
2019
Q4 		$2K Buy
+100
New +$2.56K ﹤0.01% 260

Other funds holding UFO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VCP
Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return
CFO
CVA Family Office Denver, Colorado $950M AUM 20.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Tobias Financial Advisors's UFO Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Procure Space ETF (UFO) in Q1 2020, closing a stake of 100 shares — an estimated $2K sold.

Tobias Financial Advisors first reported a position in UFO in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 11 funds tracked by Wall St. Rank hold UFO as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Procure Space ETF position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 100 Procure Space ETF shares in Q1 2020, an estimated $2K.
  • Tobias Financial Advisors first reported a position in Procure Space ETF in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Procure Space ETF position peaked at $2K in Q4 2019.
  • 11 funds tracked by Wall St. Rank held Procure Space ETF as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.