WT Wealth Management
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WT Wealth Management’s Procure Space ETF UFO Stock Holding History

WT Wealth Management’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
Q3 		$2.09M Buy
49,353
+7,671
+18% +$346K 0.58% 53
2026
Q2 		$2.11M Sell
41,682
-19,284
-32% -$1.04M 0.58% 55
2026
Q1 		$2.73M Buy
+60,966
New +$2.74M 0.81% 35

Other funds holding UFO

PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Griffin Asset Management
Griffin Asset Management New York $934M AUM 18.69% 1-Year Est. Return
Capital Investment Counsel (Colorado)
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Redwood Family Wealth
Redwood Family Wealth Addison, Texas $113M AUM 24.54% 1-Year Est. Return
Smith Shellnut Wilson
Smith Shellnut Wilson Ridgeland, Mississippi $262M AUM 21.99% 1-Year Est. Return
Accel Wealth Management
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

WT Wealth Management's UFO Position: Q3 2026 in Review

WT Wealth Management increased its Procure Space ETF (UFO) stake by 18% in Q3 2026, buying an estimated $346K and bringing the position to 49,353 shares worth $2.09M. The position accounts for 0.58% of the portfolio, ranked #53.

WT Wealth Management first reported a position in UFO in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.73M in Q1 2026. 17 funds tracked by Wall St. Rank hold UFO as of Q3 2026.

  • WT Wealth Management held 49,353 shares of Procure Space ETF worth $2.09M as of Q3 2026.
  • WT Wealth Management bought 7,671 Procure Space ETF shares in Q3 2026, an estimated $346K.
  • Procure Space ETF made up 0.58% of WT Wealth Management's portfolio in Q3 2026, its #53 holding.
  • WT Wealth Management first reported a position in Procure Space ETF in Q1 2026 and has held it in 3 quarters since.
  • WT Wealth Management's Procure Space ETF position peaked at $2.73M in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Procure Space ETF as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.