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Carolinas Wealth Consulting’s Global X Uranium ETF URA Stock Holding History

Carolinas Wealth Consulting’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
-21
Closed -$470 – 886
2025
Q1 		$470 Buy
21
+1
+5% +$27 ﹤0.01% 966
2024
Q4 		$551 Hold
20
– – ﹤0.01% 998
2024
Q3 		$573 Buy
+20
New +$537 ﹤0.01% 994

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

Carolinas Wealth Consulting's URA Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Global X Uranium ETF (URA) in Q2 2025, closing a stake of 21 shares — an estimated $470 sold.

Carolinas Wealth Consulting first reported a position in URA in Q3 2024 and held it in 3 quarters. The position peaked at $573 in Q3 2024. 402 funds tracked by Wall St. Rank hold URA as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Global X Uranium ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 21 Global X Uranium ETF shares in Q2 2025, an estimated $470.
  • Carolinas Wealth Consulting first reported a position in Global X Uranium ETF in Q3 2024 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Global X Uranium ETF position peaked at $573 in Q3 2024.
  • 402 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.