AWM
URA icon

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
Q2 		– Sell
-21,223
Closed -$1.03M – 64
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 $1.55T 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

Apex Wealth Management's URA Position: Q2 2026 in Review

Apex Wealth Management sold out of Global X Uranium ETF (URA) in Q2 2026, closing a stake of 21,223 shares — an estimated $1.03M sold.

Apex Wealth Management first reported a position in URA in Q4 2024 and held it in 3 quarters. The position peaked at $1.03M in Q1 2026. 530 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • Apex Wealth Management reported no remaining Global X Uranium ETF position as of Q2 2026 after selling out during the quarter.
  • Apex Wealth Management sold 21,223 Global X Uranium ETF shares in Q2 2026, an estimated $1.03M.
  • Apex Wealth Management first reported a position in Global X Uranium ETF in Q4 2024 and held it in 3 quarters.
  • Apex Wealth Management's Global X Uranium ETF position peaked at $1.03M in Q1 2026.
  • 530 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Apex Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.