Cyndeo Wealth Partners’s Global X Uranium ETF URA Stock Holding History

Cyndeo Wealth Partners’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	$15M	Buy	377,078 +76,171	+25%	+$3.27M	0.68%	37
2026 Q2	$13.1M	Buy	300,907 +11,543	+4%	+$585K	0.62%	41
2026 Q1	$14M	Sell	289,364 -123,796	-30%	-$6.44M	0.74%	34
2025 Q4	$17.7M	Buy	413,160 +17,154	+4%	+$830K	0.95%	27
2025 Q3	$18.9M	Sell	396,006 -10,085	-2%	-$416K	1.05%	21
2025 Q2	$15.8M	Buy	406,091 +12,275	+3%	+$356K	0.93%	26
2025 Q1	$9.03M	Buy	393,816 +13,717	+4%	+$365K	0.59%	44
2024 Q4	$10.2M	Buy	380,099 +5,368	+1%	+$164K	0.69%	34
2024 Q3	$10.7M	Buy	374,731 +80,369	+27%	+$2.16M	0.75%	30
2024 Q2	$8.52M	Buy	294,362 +25,455	+9%	+$775K	0.67%	35
2024 Q1	$7.75M	Sell	268,907 -31,643	-11%	-$916K	0.64%	38
2023 Q4	$8.32M	Sell	300,550 -35,826	-11%	-$983K	0.77%	27
2023 Q3	$9.1M	Sell	336,376 -1,077	-0.3%	-$25.3K	0.95%	23
2023 Q2	$7.32M	Buy	337,453 +39,325	+13%	+$805K	0.77%	36
2023 Q1	$5.94M	Buy	+298,128	New	+$6.3M	0.64%	45

Other funds holding URA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

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 Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cyndeo Wealth Partners's URA Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Global X Uranium ETF (URA) stake by 25% in Q3 2026, buying an estimated $3.27M and bringing the position to 377,078 shares worth $15M. The position accounts for 0.68% of the portfolio, ranked #37.

Cyndeo Wealth Partners first reported a position in URA in Q1 2023 and has held it in 15 quarters since. The position peaked at $18.9M in Q3 2025. 164 funds tracked by Wall St. Rank hold URA as of Q3 2026.

Cyndeo Wealth Partners held 377,078 shares of Global X Uranium ETF worth $15M as of Q3 2026.
Cyndeo Wealth Partners bought 76,171 Global X Uranium ETF shares in Q3 2026, an estimated $3.27M.
Global X Uranium ETF made up 0.68% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #37 holding.
Cyndeo Wealth Partners first reported a position in Global X Uranium ETF in Q1 2023 and has held it in 15 quarters since.
Cyndeo Wealth Partners's Global X Uranium ETF position peaked at $18.9M in Q3 2025.
164 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.