Avantax Advisory Services’s Global X Uranium ETF URA Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.07M	Buy	27,560 +1,687	+7%	+$49K	0.01%	1128
2025 Q1	$593K	Buy	25,873 +4,254	+20%	+$113K	﹤0.01%	1398
2024 Q4	$579K	Buy	21,619 +3,044	+16%	+$93.1K	﹤0.01%	1351
2024 Q3	$531K	Sell	18,575 -3,611	-16%	-$97K	﹤0.01%	1372
2024 Q2	$642K	Buy	22,186 +130	+0.6%	+$3.96K	﹤0.01%	1212
2024 Q1	$636K	Buy	22,056 +3,695	+20%	+$107K	0.01%	934
2023 Q4	$508K	Buy	18,361 +6,204	+51%	+$170K	0.01%	973
2023 Q3	$329K	Buy	12,157 +2,140	+21%	+$50.3K	﹤0.01%	1143
2023 Q2	$217K	Sell	10,017 -169	-2%	-$3.46K	﹤0.01%	1361
2023 Q1	$203K	Buy	10,186 +112	+1%	+$2.37K	﹤0.01%	1373
2022 Q4	$202K	Buy	+10,074	New	+$204K	﹤0.01%	1308
2022 Q2	–	Sell	-7,928	Closed	-$207K	–	1395
2022 Q1	$207K	Buy	+7,928	New	+$184K	﹤0.01%	1183

Other funds holding URA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Avantax Advisory Services's URA Position: Q2 2025 in Review

Avantax Advisory Services increased its Global X Uranium ETF (URA) stake by 6.5% in Q2 2025, buying an estimated $49K and bringing the position to 27,560 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1128.

Avantax Advisory Services first reported a position in URA in Q1 2022 and has held it in 12 quarters since. 402 funds tracked by Wall St. Rank hold URA as of Q2 2025.

Avantax Advisory Services held 27,560 shares of Global X Uranium ETF worth $1.07M as of Q2 2025.
Avantax Advisory Services bought 1,687 Global X Uranium ETF shares in Q2 2025, an estimated $49K.
Global X Uranium ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1128 holding.
Avantax Advisory Services first reported a position in Global X Uranium ETF in Q1 2022 and has held it in 12 quarters since.
402 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.