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

AE 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
2026
Q1 		$297K Buy
6,129
+4,756
+346% +$248K ﹤0.01% 1384
2025
Q4 		$58.7K Sell
1,373
-560
-29% -$27.1K ﹤0.01% 1824
2025
Q3 		$92.2K Buy
1,933
+110
+6% +$4.54K ﹤0.01% 1590
2025
Q2 		$70.8K Buy
1,823
+797
+78% +$23.1K ﹤0.01% 1556
2025
Q1 		$23.5K Sell
1,026
-1,202
-54% -$32K ﹤0.01% 1706
2024
Q4 		$59.7K Buy
+2,228
New +$68.2K ﹤0.01% 1531
2024
Q1 		– Sell
-106,378
Closed -$3.15M – 1945
2023
Q4 		$3.15M Buy
106,378
+75,915
+249% +$2.08M 0.02% 747
2023
Q3 		$824K Buy
30,463
+2,842
+10% +$66.8K ﹤0.01% 1176
2023
Q2 		$599K Buy
+27,621
New +$565K ﹤0.01% 1290
2022
Q2 		– Sell
-45,869
Closed -$1.2M – 1848
2022
Q1 		$1.2M Buy
+45,869
New +$1.06M 0.01% 860

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

AE Wealth Management's URA Position: Q1 2026 in Review

AE Wealth Management increased its Global X Uranium ETF (URA) stake by 346% in Q1 2026, buying an estimated $248K and bringing the position to 6,129 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

AE Wealth Management first reported a position in URA in Q1 2022 and has held it in 10 quarters since. The position peaked at $3.15M in Q4 2023. 522 funds tracked by Wall St. Rank hold URA as of Q1 2026.

  • AE Wealth Management held 6,129 shares of Global X Uranium ETF worth $297K as of Q1 2026.
  • AE Wealth Management bought 4,756 Global X Uranium ETF shares in Q1 2026, an estimated $248K.
  • Global X Uranium ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1384 holding.
  • AE Wealth Management first reported a position in Global X Uranium ETF in Q1 2022 and has held it in 10 quarters since.
  • AE Wealth Management's Global X Uranium ETF position peaked at $3.15M in Q4 2023.
  • 522 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.