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Accel Wealth Management’s Global X Uranium ETF URA Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-5,624
Closed -$112K – 827
2023
Q1 		$112K Buy
5,624
+8
+0.1% +$169 0.05% 306
2022
Q4 		$113K Sell
5,616
-797
-12% -$16.1K 0.05% 226
2022
Q3 		$138K Hold
6,413
– – 0.07% 208
2022
Q2 		$121K Buy
6,413
+324
+5% +$7.29K 0.07% 208
2022
Q1 		$159K Buy
6,089
+221
+4% +$5.13K 0.08% 186
2021
Q4 		$134K Sell
5,868
-220
-4% -$5.8K 0.07% 217
2021
Q3 		$145K Sell
6,088
-245
-4% -$5.21K 0.09% 172
2021
Q2 		$134K Buy
6,333
+2,085
+49% +$44K 0.09% 197
2021
Q1 		$80K Buy
4,248
+3,278
+338% +$57.1K 0.06% 246
2020
Q4 		$15K Buy
+970
New +$11.9K 0.01% 556

Other funds holding URA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
PP
Praetorian PR Rincon, Puerto Rico $275M AUM 84.95% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

Accel Wealth Management's URA Position: Q2 2023 in Review

Accel Wealth Management sold out of Global X Uranium ETF (URA) in Q2 2023, closing a stake of 5,624 shares — an estimated $112K sold.

Accel Wealth Management first reported a position in URA in Q4 2020 and held it in 10 quarters. The position peaked at $159K in Q1 2022. 208 funds tracked by Wall St. Rank hold URA as of Q2 2023.

  • Accel Wealth Management reported no remaining Global X Uranium ETF position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 5,624 Global X Uranium ETF shares in Q2 2023, an estimated $112K.
  • Accel Wealth Management first reported a position in Global X Uranium ETF in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Global X Uranium ETF position peaked at $159K in Q1 2022.
  • 208 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.