Center for Financial Planning’s Global X Uranium ETF URA Stock Holding History

Center for Financial Planning’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 Q2	–	Sell	-200	Closed	-$9.69K	–	685
2026 Q1	$9.69K	Hold	200	–	–	﹤0.01%	498
2025 Q4	$8.55K	Hold	200	–	–	﹤0.01%	511
2025 Q3	$9.53K	Hold	200	–	–	﹤0.01%	496
2025 Q2	$7.76K	Hold	200	–	–	﹤0.01%	485
2025 Q1	$4.58K	Hold	200	–	–	﹤0.01%	538
2024 Q4	$5.36K	Hold	200	–	–	﹤0.01%	480
2024 Q3	$5.72K	Buy	+200	New	+$5.37K	﹤0.01%	451
2024 Q2	–	Sell	-200	Closed	-$5.77K	–	628
2024 Q1	$5.77K	Hold	200	–	–	﹤0.01%	460
2023 Q4	$5.54K	Hold	200	–	–	﹤0.01%	415
2023 Q3	$5.41K	Hold	200	–	–	﹤0.01%	412
2023 Q2	$4.34K	Hold	200	–	–	﹤0.01%	453
2023 Q1	$3.99K	Hold	200	–	–	﹤0.01%	426
2022 Q4	$4.02K	Hold	200	–	–	﹤0.01%	425
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	454
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	443
2022 Q1	$5K	Hold	200	–	–	﹤0.01%	434
2021 Q4	$5K	Hold	200	–	–	﹤0.01%	437
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	414
2021 Q2	$4K	Hold	200	–	–	﹤0.01%	432
2021 Q1	$4K	Hold	200	–	–	﹤0.01%	466
2020 Q4	$3K	Hold	200	–	–	﹤0.01%	429
2020 Q3	$2K	Hold	200	–	–	﹤0.01%	412
2020 Q2	$2K	Hold	200	–	–	﹤0.01%	418
2020 Q1	$2K	Hold	200	–	–	﹤0.01%	513
2019 Q4	$2K	Buy	+200	New	+$2.2K	﹤0.01%	431

Other funds holding URA

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

DAM

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Center for Financial Planning's URA Position: Q2 2026 in Review

Center for Financial Planning sold out of Global X Uranium ETF (URA) in Q2 2026, closing a stake of 200 shares — an estimated $9.69K sold.

Center for Financial Planning first reported a position in URA in Q4 2019 and held it in 25 quarters. The position peaked at $9.69K in Q1 2026. 143 funds tracked by Wall St. Rank hold URA as of Q2 2026.

Center for Financial Planning reported no remaining Global X Uranium ETF position as of Q2 2026 after selling out during the quarter.
Center for Financial Planning sold 200 Global X Uranium ETF shares in Q2 2026, an estimated $9.69K.
Center for Financial Planning first reported a position in Global X Uranium ETF in Q4 2019 and held it in 25 quarters.
Center for Financial Planning's Global X Uranium ETF position peaked at $9.69K in Q1 2026.
143 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.