Frisch Financial Group’s Global X Uranium ETF URA Stock Holding History

Frisch Financial Group’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 Q1	–	Sell	-179,598	Closed	-$4.94M	–	137
2024 Q4	$4.94M	Buy	+179,598	New	+$5.49M	1.5%	21

Other funds holding URA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Frisch Financial Group's URA Position: Q1 2025 in Review

Frisch Financial Group sold out of Global X Uranium ETF (URA) in Q1 2025, closing a stake of 179,598 shares — an estimated $4.94M sold.

Frisch Financial Group first reported a position in URA in Q4 2024 and held it in 1 quarter. The position peaked at $4.94M in Q4 2024. 351 funds tracked by Wall St. Rank hold URA as of Q1 2025.

Frisch Financial Group reported no remaining Global X Uranium ETF position as of Q1 2025 after selling out during the quarter.
Frisch Financial Group sold 179,598 Global X Uranium ETF shares in Q1 2025, an estimated $4.94M.
Frisch Financial Group first reported a position in Global X Uranium ETF in Q4 2024 and held it in 1 quarter.
Frisch Financial Group's Global X Uranium ETF position peaked at $4.94M in Q4 2024.
351 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2025.

Based on Frisch Financial Group's 13F filing for Q1 2025, filed 14 May 2025.