Triad Wealth Partners’s Procure Space ETF UFO Stock Holding History

Triad Wealth Partners’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 Q3	–	Sell	-1	Closed	-$17	–	854
2024 Q2	$17	Buy	+1	New	+$16	﹤0.01%	994

Other funds holding UFO

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Triad Wealth Partners's UFO Position: Q3 2024 in Review

Triad Wealth Partners sold out of Procure Space ETF (UFO) in Q3 2024, closing a stake of 1 share — an estimated $17 sold.

Triad Wealth Partners first reported a position in UFO in Q2 2024 and held it in 1 quarter. The position peaked at $17 in Q2 2024. 26 funds tracked by Wall St. Rank hold UFO as of Q3 2024.

Triad Wealth Partners reported no remaining Procure Space ETF position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 1 Procure Space ETF share in Q3 2024, an estimated $17.
Triad Wealth Partners first reported a position in Procure Space ETF in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Procure Space ETF position peaked at $17 in Q2 2024.
26 funds tracked by Wall St. Rank held Procure Space ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.