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Financial Advocates Investment Management’s Global X Uranium ETF URA Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-23,936
Closed -$929K – 569
2025
Q2 		$929K Sell
23,936
-4,112
-15% -$119K 0.08% 239
2025
Q1 		$643K Sell
28,048
-17,987
-39% -$479K 0.05% 374
2024
Q4 		$1.23M Buy
46,035
+21,847
+90% +$668K 0.07% 253
2024
Q3 		$701K Sell
24,188
-33,148
-58% -$890K 0.04% 382
2024
Q2 		$1.66M Buy
57,336
+33,624
+142% +$1.02M 0.1% 194
2024
Q1 		$684K Buy
23,712
+1,957
+9% +$56.6K 0.04% 389
2023
Q4 		$603K Buy
21,755
+3,310
+18% +$90.8K 0.04% 386
2023
Q3 		$501K Sell
18,445
-16,750
-48% -$394K 0.04% 413
2023
Q2 		$764K Buy
+35,195
New +$720K 0.05% 309
2023
Q1 		– Sell
-63,305
Closed -$1.34M – 822
2022
Q4 		$1.27M Buy
63,305
+38,640
+157% +$781K 0.09% 239
2022
Q3 		$446K Sell
24,665
-29,918
-55% -$625K 0.04% 443
2022
Q2 		$1.01M Buy
54,583
+3,656
+7% +$82.3K 0.08% 269
2022
Q1 		$1.33M Buy
50,927
+33,929
+200% +$787K 0.09% 247
2021
Q4 		$376K Sell
16,998
-18,142
-52% -$479K 0.02% 566
2021
Q3 		$836K Sell
35,140
-13,430
-28% -$286K 0.06% 354
2021
Q2 		$1.03M Buy
48,570
+23,640
+95% +$499K 0.07% 313
2021
Q1 		$469K Buy
24,930
+10,460
+72% +$182K 0.03% 494
2020
Q4 		$222K Buy
+14,470
New +$177K 0.02% 655

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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

Financial Advocates Investment Management's URA Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Global X Uranium ETF (URA) in Q3 2025, closing a stake of 23,936 shares — an estimated $929K sold.

Financial Advocates Investment Management first reported a position in URA in Q4 2020 and held it in 18 quarters. The position peaked at $1.66M in Q2 2024. 449 funds tracked by Wall St. Rank hold URA as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Global X Uranium ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 23,936 Global X Uranium ETF shares in Q3 2025, an estimated $929K.
  • Financial Advocates Investment Management first reported a position in Global X Uranium ETF in Q4 2020 and held it in 18 quarters.
  • Financial Advocates Investment Management's Global X Uranium ETF position peaked at $1.66M in Q2 2024.
  • 449 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.