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Cornerstone Planning Group’s Global X Uranium ETF URA Stock Holding History

Cornerstone Planning 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
Q2 		$438 Sell
11
-83
-88% -$4.2K ﹤0.01% 1733
2026
Q1 		$5.04K Buy
94
+1
+1% +$52 ﹤0.01% 1082
2025
Q4 		$5.75K Buy
93
+4
+4% +$194 ﹤0.01% 948
2025
Q3 		$5.02K Hold
89
– – ﹤0.01% 946
2025
Q2 		$3.61K Buy
+89
New +$2.58K ﹤0.01% 800

Other funds holding URA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AWP
Avid Wealth Partners San Antonio, Texas $207M AUM 29.44% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

Cornerstone Planning Group's URA Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Global X Uranium ETF (URA) stake by 88% in Q2 2026, selling an estimated $4.2K and leaving 11 shares worth $438. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Cornerstone Planning Group first reported a position in URA in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.75K in Q4 2025. 330 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • Cornerstone Planning Group held 11 shares of Global X Uranium ETF worth $438 as of Q2 2026.
  • Cornerstone Planning Group sold 83 Global X Uranium ETF shares in Q2 2026, an estimated $4.2K.
  • Global X Uranium ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1733 holding.
  • Cornerstone Planning Group first reported a position in Global X Uranium ETF in Q2 2025 and has held it in 5 quarters since.
  • Cornerstone Planning Group's Global X Uranium ETF position peaked at $5.75K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.