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Burkett Financial Services’s Global X Uranium ETF URA Stock Holding History

Burkett Financial Services’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
Q2 		– Sell
-378
Closed -$8.66K – 252
2025
Q1 		$8.66K Buy
+378
New +$10.1K ﹤0.01% 172

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Burkett Financial Services's URA Position: Q2 2025 in Review

Burkett Financial Services sold out of Global X Uranium ETF (URA) in Q2 2025, closing a stake of 378 shares — an estimated $8.66K sold.

Burkett Financial Services first reported a position in URA in Q1 2025 and held it in 1 quarter. The position peaked at $8.66K in Q1 2025. 402 funds tracked by Wall St. Rank hold URA as of Q2 2025.

  • Burkett Financial Services reported no remaining Global X Uranium ETF position as of Q2 2025 after selling out during the quarter.
  • Burkett Financial Services sold 378 Global X Uranium ETF shares in Q2 2025, an estimated $8.66K.
  • Burkett Financial Services first reported a position in Global X Uranium ETF in Q1 2025 and held it in 1 quarter.
  • Burkett Financial Services's Global X Uranium ETF position peaked at $8.66K in Q1 2025.
  • 402 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2025.

Based on Burkett Financial Services's 13F filing for Q2 2025, filed 1 Jul 2025.