COMPASS FINANCIAL MANAGEMENT LLC’s Global X Uranium ETF URA Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 Q2	$13.3K	Buy	+306	New	+$15.5K	﹤0.01%	992

Other funds holding URA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

HWA

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's URA Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Global X Uranium ETF (URA) in Q2 2026: 306 shares worth $13.3K. The stake represents ﹤0.01% of the portfolio and ranks #992 among its holdings.

408 funds tracked by Wall St. Rank hold URA as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 306 shares of Global X Uranium ETF worth $13.3K as of Q2 2026.
Global X Uranium ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Global X Uranium ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #992 holding.
408 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.