Evanson Asset Management’s Global X Uranium ETF URA Stock Holding History

Evanson Asset Management’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
2024 Q4	–	Sell	-20,909	Closed	-$598K	–	317
2024 Q3	$598K	Buy	20,909 +1	+0%	+$27	0.04%	156
2024 Q2	$605K	Hold	20,908	–	–	0.04%	153
2024 Q1	$603K	Buy	+20,908	New	+$605K	0.04%	157

Other funds holding URA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Evanson Asset Management's URA Position: Q4 2024 in Review

Evanson Asset Management sold out of Global X Uranium ETF (URA) in Q4 2024, closing a stake of 20,909 shares — an estimated $598K sold.

Evanson Asset Management first reported a position in URA in Q1 2024 and held it in 3 quarters. The position peaked at $605K in Q2 2024. 371 funds tracked by Wall St. Rank hold URA as of Q4 2024.

Evanson Asset Management reported no remaining Global X Uranium ETF position as of Q4 2024 after selling out during the quarter.
Evanson Asset Management sold 20,909 Global X Uranium ETF shares in Q4 2024, an estimated $598K.
Evanson Asset Management first reported a position in Global X Uranium ETF in Q1 2024 and held it in 3 quarters.
Evanson Asset Management's Global X Uranium ETF position peaked at $605K in Q2 2024.
371 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q4 2024.

Based on Evanson Asset Management's 13F filing for Q4 2024, filed 16 Jan 2025.