Brendel Financial Advisors’s Global X Uranium ETF URA Stock Holding History

Brendel Financial Advisors’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
2024 Q4	–	Sell	-22,802	Closed	-$652K	–	106
2024 Q3	$652K	Buy	22,802 +212	+0.9%	+$5.69K	0.37%	59
2024 Q2	$654K	Sell	22,590 -1,271	-5%	-$38.7K	0.42%	60
2024 Q1	$688K	Buy	23,861 +1,333	+6%	+$38.6K	0.79%	36
2023 Q4	$624K	Buy	+22,528	New	+$618K	0.41%	59
2022 Q4	–	Sell	-30,518	Closed	-$605K	–	41
2022 Q3	$605K	Buy	+30,518	New	+$637K	1.44%	23

Other funds holding URA

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Brendel Financial Advisors's URA Position: Q4 2024 in Review

Brendel Financial Advisors sold out of Global X Uranium ETF (URA) in Q4 2024, closing a stake of 22,802 shares — an estimated $652K sold.

Brendel Financial Advisors first reported a position in URA in Q3 2022 and held it in 5 quarters. The position peaked at $688K in Q1 2024. 371 funds tracked by Wall St. Rank hold URA as of Q4 2024.

Brendel Financial Advisors reported no remaining Global X Uranium ETF position as of Q4 2024 after selling out during the quarter.
Brendel Financial Advisors sold 22,802 Global X Uranium ETF shares in Q4 2024, an estimated $652K.
Brendel Financial Advisors first reported a position in Global X Uranium ETF in Q3 2022 and held it in 5 quarters.
Brendel Financial Advisors's Global X Uranium ETF position peaked at $688K in Q1 2024.
371 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q4 2024.

Based on Brendel Financial Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.