Holos Integrated Wealth
URA icon

Holos Integrated Wealth’s Global X Uranium ETF URA Stock Holding History

Holos Integrated Wealth’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 		$165K Sell
4,666
-38
-0.8% -$1.63K 0.07% 96
2026
Q2 		$196K Buy
4,704
+755
+19% +$38.2K 0.09% 86
2026
Q1 		$189K Buy
+3,949
New +$206K 0.1% 89

Other funds holding URA

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Holos Integrated Wealth's URA Position: Q3 2026 in Review

Holos Integrated Wealth reduced its Global X Uranium ETF (URA) stake by 0.81% in Q3 2026, selling an estimated $1.63K and leaving 4,666 shares worth $165K. The position accounts for 0.07% of the portfolio, ranked #96.

Holos Integrated Wealth first reported a position in URA in Q1 2026 and has held it in 3 quarters since. The position peaked at $196K in Q2 2026. 125 funds tracked by Wall St. Rank hold URA as of Q3 2026.

  • Holos Integrated Wealth held 4,666 shares of Global X Uranium ETF worth $165K as of Q3 2026.
  • Holos Integrated Wealth sold 38 Global X Uranium ETF shares in Q3 2026, an estimated $1.63K.
  • Global X Uranium ETF made up 0.07% of Holos Integrated Wealth's portfolio in Q3 2026, its #96 holding.
  • Holos Integrated Wealth first reported a position in Global X Uranium ETF in Q1 2026 and has held it in 3 quarters since.
  • Holos Integrated Wealth's Global X Uranium ETF position peaked at $196K in Q2 2026.
  • 125 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.