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

Heritage Oak 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	$1.08M	Sell	24,778 -507	-2%	-$25.7K	0.32%	38
2026 Q1	$1.22M	Buy	25,285 +6,034	+31%	+$314K	0.39%	28
2025 Q4	$823K	Buy	19,251 +2,776	+17%	+$134K	0.3%	37
2025 Q3	$785K	Buy	+16,475	New	+$680K	0.29%	40

Other funds holding URA

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

DAM

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

Heritage Oak Wealth Advisors's URA Position: Q2 2026 in Review

Heritage Oak Wealth Advisors reduced its Global X Uranium ETF (URA) stake by 2% in Q2 2026, selling an estimated $25.7K and leaving 24,778 shares worth $1.08M. The position accounts for 0.32% of the portfolio, ranked #38.

Heritage Oak Wealth Advisors first reported a position in URA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.22M in Q1 2026. 147 funds tracked by Wall St. Rank hold URA as of Q2 2026.

Heritage Oak Wealth Advisors held 24,778 shares of Global X Uranium ETF worth $1.08M as of Q2 2026.
Heritage Oak Wealth Advisors sold 507 Global X Uranium ETF shares in Q2 2026, an estimated $25.7K.
Global X Uranium ETF made up 0.32% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Heritage Oak Wealth Advisors first reported a position in Global X Uranium ETF in Q3 2025 and has held it in 4 quarters since.
Heritage Oak Wealth Advisors's Global X Uranium ETF position peaked at $1.22M in Q1 2026.
147 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.