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

Comprehensive 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
2025
Q4 		– Sell
-10,340
Closed -$493K – 428
2025
Q3 		$493K Sell
10,340
-2,664
-20% -$110K 0.34% 66
2025
Q2 		$505K Buy
+13,004
New +$377K 0.4% 59

Other funds holding URA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Comprehensive Financial Planning's URA Position: Q4 2025 in Review

Comprehensive Financial Planning sold out of Global X Uranium ETF (URA) in Q4 2025, closing a stake of 10,340 shares — an estimated $493K sold.

Comprehensive Financial Planning first reported a position in URA in Q2 2025 and held it in 2 quarters. The position peaked at $505K in Q2 2025. 485 funds tracked by Wall St. Rank hold URA as of Q4 2025.

  • Comprehensive Financial Planning reported no remaining Global X Uranium ETF position as of Q4 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 10,340 Global X Uranium ETF shares in Q4 2025, an estimated $493K.
  • Comprehensive Financial Planning first reported a position in Global X Uranium ETF in Q2 2025 and held it in 2 quarters.
  • Comprehensive Financial Planning's Global X Uranium ETF position peaked at $505K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q4 2025.

Based on Comprehensive Financial Planning's 13F filing for Q4 2025, filed 11 Feb 2026.