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Cooper Financial Group’s Global X Uranium ETF URA Stock Holding History

Cooper Financial Group’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
Q3 		$634K Sell
15,922
-1,021
-6% -$43.8K 0.05% 222
2026
Q2 		$740K Sell
16,943
-1,314
-7% -$66.6K 0.06% 211
2026
Q1 		$884K Buy
18,257
+351
+2% +$18.3K 0.09% 180
2025
Q4 		$765K Sell
17,906
-121
-0.7% -$5.85K 0.08% 179
2025
Q3 		$859K Buy
18,027
+88
+0.5% +$3.63K 0.1% 164
2025
Q2 		$696K Buy
17,939
+300
+2% +$8.71K 0.08% 197
2025
Q1 		$404K Sell
17,639
-342
-2% -$9.11K 0.05% 264
2024
Q4 		$482K Sell
17,981
-1,822
-9% -$55.7K 0.06% 248
2024
Q3 		$567K Sell
19,803
-5,356
-21% -$144K 0.07% 228
2024
Q2 		$728K Buy
25,159
+9,850
+64% +$300K 0.11% 171
2024
Q1 		$441K Buy
15,309
+1,670
+12% +$48.3K 0.07% 239
2023
Q4 		$378K Sell
13,639
-267
-2% -$7.33K 0.07% 245
2023
Q3 		$376K Sell
13,906
-1,148
-8% -$27K 0.09% 234
2023
Q2 		$327K Sell
15,054
-245
-2% -$5.01K 0.08% 244
2023
Q1 		$305K Sell
15,299
-43
-0.3% -$909 0.08% 244
2022
Q4 		$308K Buy
15,342
+3,167
+26% +$64K 0.09% 218
2022
Q3 		$241K Buy
+12,175
New +$254K 0.09% 219
2022
Q2 		– Sell
-19,774
Closed -$517K – 286
2022
Q1 		$517K Buy
19,774
+2,423
+14% +$56.2K 0.2% 109
2021
Q4 		$396K Buy
+17,351
New +$458K 0.15% 145

Other funds holding URA

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Cooper Financial Group's URA Position: Q3 2026 in Review

Cooper Financial Group reduced its Global X Uranium ETF (URA) stake by 6% in Q3 2026, selling an estimated $43.8K and leaving 15,922 shares worth $634K. The position accounts for 0.05% of the portfolio, ranked #222.

Cooper Financial Group first reported a position in URA in Q4 2021 and has held it in 19 quarters since. The position peaked at $884K in Q1 2026. 21 funds tracked by Wall St. Rank hold URA as of Q3 2026.

  • Cooper Financial Group held 15,922 shares of Global X Uranium ETF worth $634K as of Q3 2026.
  • Cooper Financial Group sold 1,021 Global X Uranium ETF shares in Q3 2026, an estimated $43.8K.
  • Global X Uranium ETF made up 0.05% of Cooper Financial Group's portfolio in Q3 2026, its #222 holding.
  • Cooper Financial Group first reported a position in Global X Uranium ETF in Q4 2021 and has held it in 19 quarters since.
  • Cooper Financial Group's Global X Uranium ETF position peaked at $884K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.