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 Q3	$420K	Sell	10,531 -8,493	-45%	-$364K	0.11%	54
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

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

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 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

Avid Wealth Partners San Antonio, Texas $219M AUM 18.3% 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

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Fiduciary Planning's URA Position: Q3 2026 in Review

Fiduciary Planning reduced its Global X Uranium ETF (URA) stake by 45% in Q3 2026, selling an estimated $364K and leaving 10,531 shares worth $420K. The position accounts for 0.11% of the portfolio, ranked #54.

Fiduciary Planning first reported a position in URA in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.94M in Q3 2024. 209 funds tracked by Wall St. Rank hold URA as of Q3 2026.

Fiduciary Planning held 10,531 shares of Global X Uranium ETF worth $420K as of Q3 2026.
Fiduciary Planning sold 8,493 Global X Uranium ETF shares in Q3 2026, an estimated $364K.
Global X Uranium ETF made up 0.11% of Fiduciary Planning's portfolio in Q3 2026, its #54 holding.
Fiduciary Planning first reported a position in Global X Uranium ETF in Q4 2023 and has held it in 12 quarters since.
Fiduciary Planning's Global X Uranium ETF position peaked at $1.94M in Q3 2024.
209 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.