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 Q2	$831K	Sell	19,024 -1,875	-9%	-$95K	0.22%	43
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fiduciary Planning's URA Position: Q2 2026 in Review

Fiduciary Planning reduced its Global X Uranium ETF (URA) stake by 9% in Q2 2026, selling an estimated $95K and leaving 19,024 shares worth $831K. The position accounts for 0.22% of the portfolio, ranked #43.

Fiduciary Planning first reported a position in URA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.94M in Q3 2024. 531 funds tracked by Wall St. Rank hold URA as of Q2 2026.

Fiduciary Planning held 19,024 shares of Global X Uranium ETF worth $831K as of Q2 2026.
Fiduciary Planning sold 1,875 Global X Uranium ETF shares in Q2 2026, an estimated $95K.
Global X Uranium ETF made up 0.22% of Fiduciary Planning's portfolio in Q2 2026, its #43 holding.
Fiduciary Planning first reported a position in Global X Uranium ETF in Q4 2023 and has held it in 11 quarters since.
Fiduciary Planning's Global X Uranium ETF position peaked at $1.94M in Q3 2024.
531 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.