None of the 29 investors followed here reported a position in UFO in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a UFO trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 17.6 | -2.1 | 0.8 | 15.3 | 26.4 | -22.4 | -13.6 | -0.4 | -3.0 | -3.9 | +5.2% | ||
| 2025 | 5.9 | -4.3 | -6.2 | 1.2 | 9.2 | 17.8 | 3.2 | 14.3 | 5.3 | 5.6 | -11.5 | 15.9 | +66.5% |
| 2024 | -11.3 | 1.8 | 1.0 | -10.1 | 8.1 | -3.2 | 12.6 | 4.8 | 1.7 | -1.5 | 27.7 | -3.9 | +24.4% |
| 2023 | 8.8 | -5.0 | -5.3 | -2.5 | 0.1 | 2.8 | 3.9 | -6.3 | -10.0 | -7.2 | 5.3 | 14.0 | −4.3% |
| 2022 | -9.5 | 2.0 | 2.9 | -11.8 | 0.6 | -12.6 | 5.6 | 0.0 | -15.2 | 14.8 | -0.5 | -4.5 | −28.0% |
| 2021 | 6.9 | 6.8 | -2.0 | 4.1 | 1.6 | 3.0 | -4.5 | 4.8 | -2.3 | -0.9 | -9.6 | -0.5 | +6.2% |
| 2020 | -3.4 | -5.9 | -28.8 | 10.8 | 3.6 | 2.7 | 2.1 | 6.5 | -4.3 | -0.5 | 18.4 | 3.3 | −3.3% |
| 2019 | -2.9 | 4.1 | -1.5 | -4.2 | 3.8 | 0.5 | -5.5 | 7.4 | +1.0% |
The fund invests, under normal circumstances, at least 80% of its net assets in companies of the underlying index that receive at least 50% of their revenues or profits from space-related businesses. The underlying index is designed to serve as an equity benchmark for a globally traded portfolio of companies that are engaged in space-related business, such as those utilizing satellite technology. The fund is non-diversified.