CX Institutional
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CX Institutional’s Global X Uranium ETF URA Stock Holding History

CX Institutional’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 		$24K Sell
600
-1,120
-65% -$48K ﹤0.01% 1192
2026
Q2 		$75K Buy
+1,720
New +$87.1K ﹤0.01% 915

Other funds holding URA

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

CX Institutional's URA Position: Q3 2026 in Review

CX Institutional reduced its Global X Uranium ETF (URA) stake by 65% in Q3 2026, selling an estimated $48K and leaving 600 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

CX Institutional first reported a position in URA in Q2 2026 and has held it in 2 quarters since. The position peaked at $75K in Q2 2026. 107 funds tracked by Wall St. Rank hold URA as of Q3 2026.

  • CX Institutional held 600 shares of Global X Uranium ETF worth $24K as of Q3 2026.
  • CX Institutional sold 1,120 Global X Uranium ETF shares in Q3 2026, an estimated $48K.
  • Global X Uranium ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1192 holding.
  • CX Institutional first reported a position in Global X Uranium ETF in Q2 2026 and has held it in 2 quarters since.
  • CX Institutional's Global X Uranium ETF position peaked at $75K in Q2 2026.
  • 107 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.