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 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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

DAM

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Cyndeo Wealth Partners's URA Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Global X Uranium ETF (URA) stake by 4% in Q2 2026, buying an estimated $585K and bringing the position to 300,907 shares worth $13.1M. The position accounts for 0.62% of the portfolio, ranked #41.

Cyndeo Wealth Partners first reported a position in URA in Q1 2023 and has held it in 14 quarters since. The position peaked at $18.9M in Q3 2025. 99 funds tracked by Wall St. Rank hold URA as of Q2 2026.

Cyndeo Wealth Partners held 300,907 shares of Global X Uranium ETF worth $13.1M as of Q2 2026.
Cyndeo Wealth Partners bought 11,543 Global X Uranium ETF shares in Q2 2026, an estimated $585K.
Global X Uranium ETF made up 0.62% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #41 holding.
Cyndeo Wealth Partners first reported a position in Global X Uranium ETF in Q1 2023 and has held it in 14 quarters since.
Cyndeo Wealth Partners's Global X Uranium ETF position peaked at $18.9M in Q3 2025.
99 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.