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

Baldwin 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	$441K	Buy	11,068 +1,000	+10%	+$42.9K	0.03%	156
2026 Q2	$440K	Buy	10,068 +190	+2%	+$9.6K	0.03%	156
2026 Q1	$478K	Sell	9,878 -5,800	-37%	-$302K	0.03%	146
2025 Q4	$670K	Buy	15,678 +10,289	+191%	+$498K	0.04%	135
2025 Q3	$257K	Buy	+5,389	New	+$222K	0.02%	204
2024 Q4	–	Sell	-2,315	Closed	-$66.2K	–	974
2024 Q3	$66.2K	Hold	2,315	–	–	﹤0.01%	486
2024 Q2	$67K	Hold	2,315	–	–	0.01%	305
2024 Q1	$66.7K	Buy	+2,315	New	+$67K	0.01%	325

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 $57B AUM 43.56% 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

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

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

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

Baldwin Wealth Partners increased its Global X Uranium ETF (URA) stake by 9.9% in Q3 2026, buying an estimated $42.9K and bringing the position to 11,068 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #156.

Baldwin Wealth Partners first reported a position in URA in Q1 2024 and has held it in 8 quarters since. The position peaked at $670K in Q4 2025. 178 funds tracked by Wall St. Rank hold URA as of Q3 2026.

Baldwin Wealth Partners held 11,068 shares of Global X Uranium ETF worth $441K as of Q3 2026.
Baldwin Wealth Partners bought 1,000 Global X Uranium ETF shares in Q3 2026, an estimated $42.9K.
Global X Uranium ETF made up 0.03% of Baldwin Wealth Partners's portfolio in Q3 2026, its #156 holding.
Baldwin Wealth Partners first reported a position in Global X Uranium ETF in Q1 2024 and has held it in 8 quarters since.
Baldwin Wealth Partners's Global X Uranium ETF position peaked at $670K in Q4 2025.
178 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.