Claris Financial’s Global X Uranium ETF URA Stock Holding History

Claris Financial’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	-10,180	Closed	-$273K	–	167
2025 Q1	$273K	Hold	10,180	–	–	0.18%	126
2024 Q4	$273K	Buy	+10,180	New	+$311K	0.18%	126

Other funds holding URA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Claris Financial's URA Position: Q2 2025 in Review

Claris Financial sold out of Global X Uranium ETF (URA) in Q2 2025, closing a stake of 10,180 shares — an estimated $273K sold.

Claris Financial first reported a position in URA in Q4 2024 and held it in 2 quarters. The position peaked at $273K in Q1 2025. 402 funds tracked by Wall St. Rank hold URA as of Q2 2025.

Claris Financial reported no remaining Global X Uranium ETF position as of Q2 2025 after selling out during the quarter.
Claris Financial sold 10,180 Global X Uranium ETF shares in Q2 2025, an estimated $273K.
Claris Financial first reported a position in Global X Uranium ETF in Q4 2024 and held it in 2 quarters.
Claris Financial's Global X Uranium ETF position peaked at $273K in Q1 2025.
402 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2025.

Based on Claris Financial's 13F filing for Q2 2025, filed 26 Aug 2025.