E&G Advisors’s Global X Uranium ETF URA Stock Holding History

E&G Advisors’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	$517K	Sell	12,962 -50	-0.4%	-$2.14K	0.1%	140
2026 Q2	$569K	Sell	13,012 -50	-0.4%	-$2.53K	0.11%	134
2026 Q1	$633K	Sell	13,062 -75	-0.6%	-$3.9K	0.14%	116
2025 Q4	$561K	Sell	13,137 -100	-0.8%	-$4.84K	0.13%	122
2025 Q3	$631K	Buy	13,237 +1,247	+10%	+$51.4K	0.15%	115
2025 Q2	$465K	Sell	11,990 -365	-3%	-$10.6K	0.12%	126
2025 Q1	$283K	Sell	12,355 -129	-1%	-$3.43K	0.08%	170
2024 Q4	$334K	Sell	12,484 -300	-2%	-$9.18K	0.09%	153
2024 Q3	$366K	Buy	12,784 +550	+4%	+$14.8K	0.1%	148
2024 Q2	$354K	Buy	+12,234	New	+$373K	0.1%	146

Other funds holding URA

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

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

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 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

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

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

E&G Advisors's URA Position: Q3 2026 in Review

E&G Advisors reduced its Global X Uranium ETF (URA) stake by 0.38% in Q3 2026, selling an estimated $2.14K and leaving 12,962 shares worth $517K. The position accounts for 0.1% of the portfolio, ranked #140.

E&G Advisors first reported a position in URA in Q2 2024 and has held it in 10 quarters since. The position peaked at $633K in Q1 2026. 107 funds tracked by Wall St. Rank hold URA as of Q3 2026.

E&G Advisors held 12,962 shares of Global X Uranium ETF worth $517K as of Q3 2026.
E&G Advisors sold 50 Global X Uranium ETF shares in Q3 2026, an estimated $2.14K.
Global X Uranium ETF made up 0.1% of E&G Advisors's portfolio in Q3 2026, its #140 holding.
E&G Advisors first reported a position in Global X Uranium ETF in Q2 2024 and has held it in 10 quarters since.
E&G Advisors's Global X Uranium ETF position peaked at $633K in Q1 2026.
107 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2026.

Based on E&G Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.