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ForthRight Wealth Management’s Global X Uranium ETF URA Stock Holding History

ForthRight Wealth 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
2026
Q1 		$527K Sell
10,885
-2,640
-20% -$137K 0.15% 45
2025
Q4 		$578K Buy
13,525
+1,552
+13% +$75.1K 0.17% 42
2025
Q3 		$571K Buy
11,973
+360
+3% +$14.8K 0.17% 44
2025
Q2 		$451K Buy
+11,613
New +$337K 0.14% 46

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

ForthRight Wealth Management's URA Position: Q1 2026 in Review

ForthRight Wealth Management reduced its Global X Uranium ETF (URA) stake by 20% in Q1 2026, selling an estimated $137K and leaving 10,885 shares worth $527K. The position accounts for 0.15% of the portfolio, ranked #45.

ForthRight Wealth Management first reported a position in URA in Q2 2025 and has held it in 4 quarters since. The position peaked at $578K in Q4 2025. 522 funds tracked by Wall St. Rank hold URA as of Q1 2026.

  • ForthRight Wealth Management held 10,885 shares of Global X Uranium ETF worth $527K as of Q1 2026.
  • ForthRight Wealth Management sold 2,640 Global X Uranium ETF shares in Q1 2026, an estimated $137K.
  • Global X Uranium ETF made up 0.15% of ForthRight Wealth Management's portfolio in Q1 2026, its #45 holding.
  • ForthRight Wealth Management first reported a position in Global X Uranium ETF in Q2 2025 and has held it in 4 quarters since.
  • ForthRight Wealth Management's Global X Uranium ETF position peaked at $578K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2026.

Based on ForthRight Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.