Avid Wealth Partners’s Global X Uranium ETF URA Stock Holding History

Avid Wealth Partners’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 Q3	$13.9M	Buy	348,192 +43,109	+14%	+$1.85M	6.34%	4
2026 Q2	$13.3M	Buy	305,083 +21,392	+8%	+$1.08M	6.45%	4
2026 Q1	$13.7M	Buy	283,691 +1,990	+0.7%	+$104K	6.49%	5
2025 Q4	$12M	Sell	281,701 -31,728	-10%	-$1.54M	5.88%	5
2025 Q3	$14.9M	Sell	313,429 -1,235	-0.4%	-$50.9K	7.43%	3
2025 Q2	$12.2M	Sell	314,664 -15,314	-5%	-$445K	6.99%	5
2025 Q1	$7.56M	Buy	329,978 +73,987	+29%	+$1.97M	5.13%	8
2024 Q4	$6.86M	Sell	255,991 -43,078	-14%	-$1.32M	4.87%	8
2024 Q3	$8.56M	Buy	299,069 +59,586	+25%	+$1.6M	6.06%	6
2024 Q2	$6.93M	Sell	239,483 -12,968	-5%	-$395K	5.39%	5
2024 Q1	$7.28M	Buy	252,451 +30,111	+14%	+$871K	5.85%	5
2023 Q4	$6.16M	Buy	+222,340	New	+$6.1M	6.1%	8

Other funds holding URA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Avid Wealth Partners's URA Position: Q3 2026 in Review

Avid Wealth Partners increased its Global X Uranium ETF (URA) stake by 14% in Q3 2026, buying an estimated $1.85M and bringing the position to 348,192 shares worth $13.9M. The position accounts for 6.34% of the portfolio, ranked #4.

Avid Wealth Partners first reported a position in URA in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.9M in Q3 2025. 212 funds tracked by Wall St. Rank hold URA as of Q3 2026.

Avid Wealth Partners held 348,192 shares of Global X Uranium ETF worth $13.9M as of Q3 2026.
Avid Wealth Partners bought 43,109 Global X Uranium ETF shares in Q3 2026, an estimated $1.85M.
Global X Uranium ETF made up 6.34% of Avid Wealth Partners's portfolio in Q3 2026, its #4 holding.
Avid Wealth Partners first reported a position in Global X Uranium ETF in Q4 2023 and has held it in 12 quarters since.
Avid Wealth Partners's Global X Uranium ETF position peaked at $14.9M in Q3 2025.
212 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.