Beacon Financial Advisory
URA icon

Beacon Financial Advisory’s Global X Uranium ETF URA Stock Holding History

Beacon Financial Advisory’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 		$220K Hold
5,512
– – 0.04% 403
2026
Q2 		$241K Buy
5,512
+590
+12% +$29.9K 0.05% 380
2026
Q1 		$238K Buy
+4,922
New +$256K 0.05% 360

Other funds holding URA

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Kapitalo Investimentos
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
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Beacon Financial Advisory's URA Position: Q3 2026 in Review

Beacon Financial Advisory held its Global X Uranium ETF (URA) position steady in Q3 2026 at 5,512 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #403.

Beacon Financial Advisory first reported a position in URA in Q1 2026 and has held it in 3 quarters since. The position peaked at $241K in Q2 2026. 180 funds tracked by Wall St. Rank hold URA as of Q3 2026.

  • Beacon Financial Advisory held 5,512 shares of Global X Uranium ETF worth $220K as of Q3 2026.
  • Beacon Financial Advisory left its Global X Uranium ETF share count unchanged in Q3 2026.
  • Global X Uranium ETF made up 0.04% of Beacon Financial Advisory's portfolio in Q3 2026, its #403 holding.
  • Beacon Financial Advisory first reported a position in Global X Uranium ETF in Q1 2026 and has held it in 3 quarters since.
  • Beacon Financial Advisory's Global X Uranium ETF position peaked at $241K in Q2 2026.
  • 180 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.