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Fiduciary Planning’s Global X Uranium ETF URA Stock Holding History

Fiduciary Planning’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
Q1 		$1.01M Buy
20,899
+6,058
+41% +$315K 0.31% 36
2025
Q4 		$634K Sell
14,841
-510
-3% -$24.7K 0.19% 49
2025
Q3 		$732K Sell
15,351
-369
-2% -$15.2K 0.22% 47
2025
Q2 		$610K Sell
15,720
-3,211
-17% -$93.2K 0.2% 50
2025
Q1 		$434K Sell
18,931
-22,695
-55% -$604K 0.14% 51
2024
Q4 		$1.11M Sell
41,626
-26,149
-39% -$800K 0.36% 36
2024
Q3 		$1.94M Buy
67,775
+4,948
+8% +$133K 0.66% 25
2024
Q2 		$1.82M Buy
62,827
+4,718
+8% +$144K 0.65% 25
2024
Q1 		$1.68M Buy
58,109
+6,584
+13% +$191K 0.63% 23
2023
Q4 		$1.43M Buy
+51,525
New +$1.41M 0.61% 20

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return