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Financial Services Advisory’s Global X Uranium ETF URA Stock Holding History

Financial Services Advisory’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
Q1 		– Sell
-19,628
Closed -$543K – 62
2023
Q4 		$543K Buy
+19,628
New +$539K 0.16% 51
2021
Q4 		– Sell
-39,151
Closed -$931K – 50
2021
Q3 		$931K Buy
+39,151
New +$833K 0.32% 33

Other funds holding URA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CHP
Castle Hook Partners New York $21.8B AUM 215.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Financial Services Advisory's URA Position: Q1 2024 in Review

Financial Services Advisory sold out of Global X Uranium ETF (URA) in Q1 2024, closing a stake of 19,628 shares — an estimated $543K sold.

Financial Services Advisory first reported a position in URA in Q3 2021 and held it in 2 quarters. The position peaked at $931K in Q3 2021. 314 funds tracked by Wall St. Rank hold URA as of Q1 2024.

  • Financial Services Advisory reported no remaining Global X Uranium ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Services Advisory sold 19,628 Global X Uranium ETF shares in Q1 2024, an estimated $543K.
  • Financial Services Advisory first reported a position in Global X Uranium ETF in Q3 2021 and held it in 2 quarters.
  • Financial Services Advisory's Global X Uranium ETF position peaked at $931K in Q3 2021.
  • 314 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2024.

Based on Financial Services Advisory's 13F filing for Q1 2024, filed 6 May 2024.