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 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

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 $77.3B AUM 36.07% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 $3.03B AUM 104.56% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return