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Keudell/Morrison Wealth Management’s Global X Uranium ETF URA Stock Holding History

Keudell/Morrison Wealth Management’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 		$477K Buy
10,922
+747
+7% +$37.8K 0.09% 137
2026
Q1 		$493K Sell
10,175
-125
-1% -$6.5K 0.1% 132
2025
Q4 		$440K Buy
+10,300
New +$498K 0.09% 145
2025
Q2 		$376K Sell
9,700
-15
-0.2% -$435 0.08% 146
2025
Q1 		$223K Sell
9,715
-400
-4% -$10.6K 0.05% 196
2024
Q4 		$271K Buy
10,115
+386
+4% +$11.8K 0.07% 170
2024
Q3 		$278K Sell
9,729
-241
-2% -$6.47K 0.08% 169
2024
Q2 		$289K Buy
+9,970
New +$304K 0.08% 161

Other funds holding URA

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Keudell/Morrison Wealth Management's URA Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Global X Uranium ETF (URA) stake by 7.3% in Q2 2026, buying an estimated $37.8K and bringing the position to 10,922 shares worth $477K. The position accounts for 0.09% of the portfolio, ranked #137.

Keudell/Morrison Wealth Management first reported a position in URA in Q2 2024 and has held it in 8 quarters since. The position peaked at $493K in Q1 2026. 80 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • Keudell/Morrison Wealth Management held 10,922 shares of Global X Uranium ETF worth $477K as of Q2 2026.
  • Keudell/Morrison Wealth Management bought 747 Global X Uranium ETF shares in Q2 2026, an estimated $37.8K.
  • Global X Uranium ETF made up 0.09% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #137 holding.
  • Keudell/Morrison Wealth Management first reported a position in Global X Uranium ETF in Q2 2024 and has held it in 8 quarters since.
  • Keudell/Morrison Wealth Management's Global X Uranium ETF position peaked at $493K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.