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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Global X Uranium ETF URA Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		– Sell
-820
Closed -$18.8K – 533
2025
Q1 		$18.8K Buy
820
+20
+3% +$532 0.01% 332
2024
Q4 		$21.4K Buy
+800
New +$24.5K 0.01% 332

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s URA Position: Q2 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Global X Uranium ETF (URA) in Q2 2025, closing a stake of 820 shares — an estimated $18.8K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in URA in Q4 2024 and held it in 2 quarters. The position peaked at $21.4K in Q4 2024. 402 funds tracked by Wall St. Rank hold URA as of Q2 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Global X Uranium ETF position as of Q2 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 820 Global X Uranium ETF shares in Q2 2025, an estimated $18.8K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Global X Uranium ETF in Q4 2024 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Global X Uranium ETF position peaked at $21.4K in Q4 2024.
  • 402 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2025, filed 7 Aug 2026.