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

Integrated Wealth Concepts’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 		$904K Buy
20,684
+3,800
+23% +$192K 0.01% 1270
2026
Q1 		$818K Buy
16,884
+4,521
+37% +$235K 0.01% 1235
2025
Q4 		$528K Buy
12,363
+5,502
+80% +$266K 0.01% 1066
2025
Q3 		$327K Buy
6,861
+1,239
+22% +$51.1K ﹤0.01% 1581
2025
Q2 		$218K Buy
+5,622
New +$163K ﹤0.01% 1720
2025
Q1 		– Sell
-23,219
Closed -$622K – 1830
2024
Q4 		$622K Buy
23,219
+13,069
+129% +$400K 0.01% 1031
2024
Q3 		$290K Buy
+10,150
New +$273K ﹤0.01% 1363

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Concepts's URA Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Global X Uranium ETF (URA) stake by 23% in Q2 2026, buying an estimated $192K and bringing the position to 20,684 shares worth $904K. The position accounts for 0.01% of the portfolio, ranked #1270.

Integrated Wealth Concepts first reported a position in URA in Q3 2024 and has held it in 7 quarters since. 533 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • Integrated Wealth Concepts held 20,684 shares of Global X Uranium ETF worth $904K as of Q2 2026.
  • Integrated Wealth Concepts bought 3,800 Global X Uranium ETF shares in Q2 2026, an estimated $192K.
  • Global X Uranium ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1270 holding.
  • Integrated Wealth Concepts first reported a position in Global X Uranium ETF in Q3 2024 and has held it in 7 quarters since.
  • 533 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.