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Compass Financial Services’s Global X Uranium ETF URA Stock Holding History

Compass Financial Services’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 		– Sell
-31
Closed -$1.31K – 258
2025
Q4 		$1.31K Hold
31
– – ﹤0.01% 271
2025
Q3 		$1.47K Sell
31
-400
-93% -$16.5K ﹤0.01% 275
2025
Q2 		$16.7K Hold
431
– – 0.01% 163
2025
Q1 		$9.89K Buy
431
+10
+2% +$266 0.01% 172
2024
Q4 		$11.3K Buy
+421
New +$12.9K 0.01% 129

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Compass Financial Services's URA Position: Q1 2026 in Review

Compass Financial Services sold out of Global X Uranium ETF (URA) in Q1 2026, closing a stake of 31 shares — an estimated $1.31K sold.

Compass Financial Services first reported a position in URA in Q4 2024 and held it in 5 quarters. The position peaked at $16.7K in Q2 2025. 522 funds tracked by Wall St. Rank hold URA as of Q1 2026.

  • Compass Financial Services reported no remaining Global X Uranium ETF position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 31 Global X Uranium ETF shares in Q1 2026, an estimated $1.31K.
  • Compass Financial Services first reported a position in Global X Uranium ETF in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Global X Uranium ETF position peaked at $16.7K in Q2 2025.
  • 522 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.