HWA
URA icon

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
Q3 		$18.1M Buy
453,502
+1,484
+0.3% +$63.6K 1.43% 22
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

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Heartwood Wealth Advisors's URA Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its Global X Uranium ETF (URA) stake by 0.33% in Q3 2026, buying an estimated $63.6K and bringing the position to 453,502 shares worth $18.1M. The position accounts for 1.43% of the portfolio, ranked #22.

Heartwood Wealth Advisors first reported a position in URA in Q2 2022 and has held it in 18 quarters since. The position peaked at $30.3M in Q3 2025. 21 funds tracked by Wall St. Rank hold URA as of Q3 2026.

  • Heartwood Wealth Advisors held 453,502 shares of Global X Uranium ETF worth $18.1M as of Q3 2026.
  • Heartwood Wealth Advisors bought 1,484 Global X Uranium ETF shares in Q3 2026, an estimated $63.6K.
  • Global X Uranium ETF made up 1.43% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #22 holding.
  • Heartwood Wealth Advisors first reported a position in Global X Uranium ETF in Q2 2022 and has held it in 18 quarters since.
  • Heartwood Wealth Advisors's Global X Uranium ETF position peaked at $30.3M in Q3 2025.
  • 21 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.