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CARLSON FINANCIAL, INC.’s Global X Uranium ETF URA Stock Holding History

CARLSON FINANCIAL, INC.’s Portfolio URA Stock Details URA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$781K Buy
17,863
+267
+2% +$13.5K 0.4% 59
2026
Q1 		$852K Buy
17,596
+651
+4% +$33.9K 0.5% 48
2025
Q4 		$724K Buy
+16,945
New +$820K 0.42% 51

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CARLSON FINANCIAL, INC.'s URA Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. increased its Global X Uranium ETF (URA) stake by 1.5% in Q2 2026, buying an estimated $13.5K and bringing the position to 17,863 shares worth $781K. The position accounts for 0.4% of the portfolio, ranked #59.

CARLSON FINANCIAL, INC. first reported a position in URA in Q4 2025 and has held it in 3 quarters since. The position peaked at $852K in Q1 2026. 528 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 17,863 shares of Global X Uranium ETF worth $781K as of Q2 2026.
  • CARLSON FINANCIAL, INC. bought 267 Global X Uranium ETF shares in Q2 2026, an estimated $13.5K.
  • Global X Uranium ETF made up 0.4% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #59 holding.
  • CARLSON FINANCIAL, INC. first reported a position in Global X Uranium ETF in Q4 2025 and has held it in 3 quarters since.
  • CARLSON FINANCIAL, INC.'s Global X Uranium ETF position peaked at $852K in Q1 2026.
  • 528 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.