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HCR Wealth Advisors’s Global X Uranium ETF URA Stock Holding History

HCR Wealth Advisors’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
-12,385
Closed -$284K – 244
2025
Q1 		$284K Buy
12,385
+1,800
+17% +$47.9K 0.04% 188
2024
Q4 		$283K Buy
+10,585
New +$324K 0.04% 186

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 $2.34B AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

HCR Wealth Advisors's URA Position: Q2 2025 in Review

HCR Wealth Advisors sold out of Global X Uranium ETF (URA) in Q2 2025, closing a stake of 12,385 shares — an estimated $284K sold.

HCR Wealth Advisors first reported a position in URA in Q4 2024 and held it in 2 quarters. The position peaked at $284K in Q1 2025. 402 funds tracked by Wall St. Rank hold URA as of Q2 2025.

  • HCR Wealth Advisors reported no remaining Global X Uranium ETF position as of Q2 2025 after selling out during the quarter.
  • HCR Wealth Advisors sold 12,385 Global X Uranium ETF shares in Q2 2025, an estimated $284K.
  • HCR Wealth Advisors first reported a position in Global X Uranium ETF in Q4 2024 and held it in 2 quarters.
  • HCR Wealth Advisors's Global X Uranium ETF position peaked at $284K in Q1 2025.
  • 402 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2025.

Based on HCR Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.