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Essex Financial Services’s Global X Uranium ETF URA Stock Holding History

Essex Financial Services’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
2025
Q3 		– Sell
-7,233
Closed -$281K – 767
2025
Q2 		$281K Buy
+7,233
New +$210K 0.02% 570

Other funds holding URA

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Essex Financial Services's URA Position: Q3 2025 in Review

Essex Financial Services sold out of Global X Uranium ETF (URA) in Q3 2025, closing a stake of 7,233 shares — an estimated $281K sold.

Essex Financial Services first reported a position in URA in Q2 2025 and held it in 1 quarter. The position peaked at $281K in Q2 2025. 450 funds tracked by Wall St. Rank hold URA as of Q3 2025.

  • Essex Financial Services reported no remaining Global X Uranium ETF position as of Q3 2025 after selling out during the quarter.
  • Essex Financial Services sold 7,233 Global X Uranium ETF shares in Q3 2025, an estimated $281K.
  • Essex Financial Services first reported a position in Global X Uranium ETF in Q2 2025 and held it in 1 quarter.
  • Essex Financial Services's Global X Uranium ETF position peaked at $281K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2025.

Based on Essex Financial Services's 13F filing for Q3 2025, filed 7 Nov 2025.