Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Global X Uranium ETF URA Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$216K Buy
4,465
+2,146
+93% +$112K ﹤0.01% 2674
2025
Q4 		$99K Buy
2,319
+1,157
+100% +$56K ﹤0.01% 3075
2025
Q3 		$55K Buy
1,162
+516
+80% +$21.3K ﹤0.01% 3454
2025
Q2 		$25K Sell
646
-877
-58% -$25.5K ﹤0.01% 3782
2025
Q1 		$35K Buy
1,523
+164
+12% +$4.37K ﹤0.01% 3268
2024
Q4 		$36K Sell
1,359
-4,529
-77% -$139K ﹤0.01% 3038
2024
Q3 		$168K Sell
5,888
-194
-3% -$5.21K ﹤0.01% 1856
2024
Q2 		$176K Sell
6,082
-94
-2% -$2.86K ﹤0.01% 1650
2024
Q1 		$178K Buy
6,176
+5,449
+750% +$158K ﹤0.01% 1569
2023
Q4 		$20K Sell
727
-1
-0.1% -$27 ﹤0.01% 2784
2023
Q3 		$20K Sell
728
-150
-17% -$3.53K ﹤0.01% 2697
2023
Q2 		$19K Buy
878
+150
+21% +$3.07K ﹤0.01% 2698
2023
Q1 		$15K Buy
728
+600
+469% +$12.7K ﹤0.01% 2716
2022
Q4 		$3K Sell
128
-100
-44% -$2.02K ﹤0.01% 3461
2022
Q3 		$5K Buy
228
+100
+78% +$2.09K ﹤0.01% 3111
2022
Q2 		$2K Sell
128
-2,803
-96% -$63.1K ﹤0.01% 3424
2022
Q1 		$77K Buy
+2,931
New +$68K ﹤0.01% 1429

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Carson Wealth (CWM LLC)'s URA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Global X Uranium ETF (URA) stake by 93% in Q1 2026, buying an estimated $112K and bringing the position to 4,465 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #2674.

Carson Wealth (CWM LLC) first reported a position in URA in Q1 2022 and has held it in 17 quarters since. 525 funds tracked by Wall St. Rank hold URA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,465 shares of Global X Uranium ETF worth $216K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,146 Global X Uranium ETF shares in Q1 2026, an estimated $112K.
  • Global X Uranium ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2674 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global X Uranium ETF in Q1 2022 and has held it in 17 quarters since.
  • 525 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.