CAS
URA icon

Coppell Advisory Solutions’s Global X Uranium ETF URA Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-150
Closed -$4.02K – 1782
2024
Q4 		$4.02K Buy
150
+50
+50% +$1.53K ﹤0.01% 1380
2024
Q3 		$2.91K Hold
100
– – ﹤0.01% 1376
2024
Q2 		$2.9K Buy
+100
New +$3.05K ﹤0.01% 1316
2023
Q4 		$2.77K Buy
+100
New +$2.74K ﹤0.01% 1229
2023
Q3 		– Sell
-100
Closed -$2.15K – 1556
2023
Q2 		$2.15K Buy
+100
New +$2.05K ﹤0.01% 1007
2023
Q1 		– Sell
-100
Closed -$2.01K – 1030
2022
Q4 		$2.01K Buy
+100
New +$2.02K ﹤0.01% 858

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Coppell Advisory Solutions's URA Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Global X Uranium ETF (URA) in Q1 2025, closing a stake of 150 shares — an estimated $4.02K sold.

Coppell Advisory Solutions first reported a position in URA in Q4 2022 and held it in 6 quarters. The position peaked at $4.02K in Q4 2024. 351 funds tracked by Wall St. Rank hold URA as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Global X Uranium ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 150 Global X Uranium ETF shares in Q1 2025, an estimated $4.02K.
  • Coppell Advisory Solutions first reported a position in Global X Uranium ETF in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's Global X Uranium ETF position peaked at $4.02K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.