Axxcess Wealth Management’s Global X Uranium ETF URA Stock Holding History

Axxcess 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
2023 Q4	–	Sell	-53,732	Closed	-$1.45M	–	933
2023 Q3	$1.45M	Sell	53,732 -9,764	-15%	-$230K	0.05%	246
2023 Q2	$1.38M	Buy	+63,496	New	+$1.3M	0.1%	180
2022 Q2	–	Sell	-15,857	Closed	-$415K	–	671
2022 Q1	$415K	Buy	+15,857	New	+$368K	0.03%	399

Other funds holding URA

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CHP

Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return

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

Axxcess Wealth Management's URA Position: Q4 2023 in Review

Axxcess Wealth Management sold out of Global X Uranium ETF (URA) in Q4 2023, closing a stake of 53,732 shares — an estimated $1.45M sold.

Axxcess Wealth Management first reported a position in URA in Q1 2022 and held it in 3 quarters. The position peaked at $1.45M in Q3 2023. 293 funds tracked by Wall St. Rank hold URA as of Q4 2023.

Axxcess Wealth Management reported no remaining Global X Uranium ETF position as of Q4 2023 after selling out during the quarter.
Axxcess Wealth Management sold 53,732 Global X Uranium ETF shares in Q4 2023, an estimated $1.45M.
Axxcess Wealth Management first reported a position in Global X Uranium ETF in Q1 2022 and held it in 3 quarters.
Axxcess Wealth Management's Global X Uranium ETF position peaked at $1.45M in Q3 2023.
293 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.