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

Heartwood 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
2026
Q2 		$19.8M Buy
452,018
+13,957
+3% +$707K 1.53% 21
2026
Q1 		$21.2M Sell
438,061
-194,792
-31% -$10.1M 1.85% 19
2025
Q4 		$27M Sell
632,853
-1,776
-0.3% -$85.9K 2.49% 10
2025
Q3 		$30.3M Buy
634,629
+1,101
+0.2% +$45.4K 2.82% 10
2025
Q2 		$24.6M Buy
633,528
+6,827
+1% +$198K 2.57% 11
2025
Q1 		$14.4M Buy
626,701
+39,979
+7% +$1.06M 1.64% 22
2024
Q4 		$15.7M Buy
586,722
+5,752
+1% +$176K 1.77% 20
2024
Q3 		$16.6M Buy
580,970
+7,871
+1% +$211K 1.84% 20
2024
Q2 		$16.6M Buy
573,099
+3,661
+0.6% +$112K 1.98% 20
2024
Q1 		$16.4M Sell
569,438
-17,636
-3% -$510K 2.02% 20
2023
Q4 		$16.3M Buy
587,074
+4,066
+0.7% +$112K 2.16% 17
2023
Q3 		$15.8M Buy
583,008
+1,421
+0.2% +$33.4K 2.33% 16
2023
Q2 		$12.6M Buy
581,587
+13,531
+2% +$277K 1.79% 21
2023
Q1 		$11.3M Buy
568,056
+15,261
+3% +$323K 1.69% 21
2022
Q4 		$11.1M Buy
552,795
+112,931
+26% +$2.28M 1.74% 20
2022
Q3 		$8.72M Buy
439,864
+427,207
+3,375% +$8.92M 1.51% 24
2022
Q2 		$235K Buy
+12,657
New +$285K 0.04% 106

Other funds holding URA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Heartwood Wealth Advisors's URA Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its Global X Uranium ETF (URA) stake by 3.2% in Q2 2026, buying an estimated $707K and bringing the position to 452,018 shares worth $19.8M. The position accounts for 1.53% of the portfolio, ranked #21.

Heartwood Wealth Advisors first reported a position in URA in Q2 2022 and has held it in 17 quarters since. The position peaked at $30.3M in Q3 2025. 383 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • Heartwood Wealth Advisors held 452,018 shares of Global X Uranium ETF worth $19.8M as of Q2 2026.
  • Heartwood Wealth Advisors bought 13,957 Global X Uranium ETF shares in Q2 2026, an estimated $707K.
  • Global X Uranium ETF made up 1.53% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Heartwood Wealth Advisors first reported a position in Global X Uranium ETF in Q2 2022 and has held it in 17 quarters since.
  • Heartwood Wealth Advisors's Global X Uranium ETF position peaked at $30.3M in Q3 2025.
  • 383 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.