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

Golden State 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 		$245K Buy
5,053
+59
+1% +$3.07K 0.03% 358
2025
Q4 		$213K Buy
4,994
+24
+0.5% +$1.16K 0.02% 382
2025
Q3 		$237K Hold
4,970
– – 0.03% 354
2025
Q2 		$193K Hold
4,970
– – 0.02% 364
2025
Q1 		$114K Buy
4,970
+31
+0.6% +$825 0.02% 416
2024
Q4 		$132K Buy
+4,939
New +$151K 0.02% 383
2019
Q4 		– Sell
-750
Closed -$8K – 885
2019
Q3 		$8K Buy
750
+250
+50% +$2.75K ﹤0.01% 794
2019
Q2 		$6K Hold
500
– – ﹤0.01% 853
2019
Q1 		$6K Buy
+500
New +$6.24K ﹤0.01% 884

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 $77.3B 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 $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $376B 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 $3.03B AUM 104.56% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return