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Bogart Wealth LLC’s Global X Uranium ETF URA Stock Holding History

Bogart Wealth LLC’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
2025
Q1 		– Sell
-825
Closed -$22.1K – 1516
2024
Q4 		$22.1K Hold
825
– – ﹤0.01% 565
2024
Q3 		$23.6K Hold
825
– – ﹤0.01% 527
2024
Q2 		$23.9K Hold
825
– – ﹤0.01% 508
2024
Q1 		$23.8K Hold
825
– – ﹤0.01% 487
2023
Q4 		$22.8K Hold
825
– – ﹤0.01% 486
2023
Q3 		$22.3K Hold
825
– – ﹤0.01% 462
2023
Q2 		$17.9K Hold
825
– – ﹤0.01% 483
2023
Q1 		$16.4K Hold
825
– – ﹤0.01% 493
2022
Q4 		$16.6K Hold
825
– – ﹤0.01% 457
2022
Q3 		$16K Buy
+825
New +$17.2K ﹤0.01% 467

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Bogart Wealth LLC's URA Position: Q1 2025 in Review

Bogart Wealth LLC sold out of Global X Uranium ETF (URA) in Q1 2025, closing a stake of 825 shares — an estimated $22.1K sold.

Bogart Wealth LLC first reported a position in URA in Q3 2022 and held it in 10 quarters. The position peaked at $23.9K in Q2 2024. 351 funds tracked by Wall St. Rank hold URA as of Q1 2025.

  • Bogart Wealth LLC reported no remaining Global X Uranium ETF position as of Q1 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 825 Global X Uranium ETF shares in Q1 2025, an estimated $22.1K.
  • Bogart Wealth LLC first reported a position in Global X Uranium ETF in Q3 2022 and held it in 10 quarters.
  • Bogart Wealth LLC's Global X Uranium ETF position peaked at $23.9K in Q2 2024.
  • 351 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.