Avidian Wealth Enterprises’s Global X Uranium ETF URA Stock Holding History

Avidian Wealth Enterprises’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	$1.95M	Buy	48,839 +12,513	+34%	+$536K	0.05%	219
2026 Q2	$1.59M	Buy	36,326 +11,887	+49%	+$602K	0.04%	249
2026 Q1	$1.18M	Buy	24,439 +8,463	+53%	+$440K	0.04%	269
2025 Q4	$683K	Sell	15,976 -450	-3%	-$21.8K	0.02%	300
2025 Q3	$783K	Buy	+16,426	New	+$678K	0.03%	263
2023 Q1	–	Sell	-26,146	Closed	-$525K	–	506
2022 Q4	$525K	Buy	+26,146	New	+$529K	0.03%	269

Other funds holding URA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

Avid Wealth Partners San Antonio, Texas $219M AUM 18.3% 1-Year Est. Return

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

Avidian Wealth Enterprises's URA Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Global X Uranium ETF (URA) stake by 34% in Q3 2026, buying an estimated $536K and bringing the position to 48,839 shares worth $1.95M. The position accounts for 0.05% of the portfolio, ranked #219.

Avidian Wealth Enterprises first reported a position in URA in Q4 2022 and has held it in 6 quarters since. 275 funds tracked by Wall St. Rank hold URA as of Q3 2026.

Avidian Wealth Enterprises held 48,839 shares of Global X Uranium ETF worth $1.95M as of Q3 2026.
Avidian Wealth Enterprises bought 12,513 Global X Uranium ETF shares in Q3 2026, an estimated $536K.
Global X Uranium ETF made up 0.05% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #219 holding.
Avidian Wealth Enterprises first reported a position in Global X Uranium ETF in Q4 2022 and has held it in 6 quarters since.
275 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.