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

Apex 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 		$1.03M Buy
+21,223
New +$1.1M 0.71% 34
2025
Q2 		– Sell
-14,393
Closed -$330K – 62
2025
Q1 		$330K Buy
14,393
+342
+2% +$9.11K 0.3% 38
2024
Q4 		$376K Buy
+14,051
New +$430K 0.32% 39

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

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

Apex Wealth Management opened a new position in Global X Uranium ETF (URA) in Q1 2026: 21,223 shares worth $1.03M. The stake represents 0.71% of the portfolio and ranks #34 among its holdings. This is a return to the name: Apex Wealth Management previously reported a position in URA as recently as Q1 2025.

Apex Wealth Management first reported a position in URA in Q4 2024 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold URA as of Q1 2026.

  • Apex Wealth Management held 21,223 shares of Global X Uranium ETF worth $1.03M as of Q1 2026.
  • Global X Uranium ETF was a new Apex Wealth Management position in Q1 2026.
  • Global X Uranium ETF made up 0.71% of Apex Wealth Management's portfolio in Q1 2026, its #34 holding.
  • Apex Wealth Management first reported a position in Global X Uranium ETF in Q4 2024 and has held it in 3 quarters since.
  • 522 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2026.

Based on Apex Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.