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Klingman & Associates’s Global X Uranium ETF URA Stock Holding History

Klingman & Associates’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
2025
Q1 		– Sell
-8,605
Closed -$230K – 273
2024
Q4 		$230K Hold
8,605
– – 0.01% 238
2024
Q3 		$246K Buy
+8,605
New +$231K 0.02% 242

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Klingman & Associates's URA Position: Q1 2025 in Review

Klingman & Associates sold out of Global X Uranium ETF (URA) in Q1 2025, closing a stake of 8,605 shares — an estimated $230K sold.

Klingman & Associates first reported a position in URA in Q3 2024 and held it in 2 quarters. The position peaked at $246K in Q3 2024. 351 funds tracked by Wall St. Rank hold URA as of Q1 2025.

  • Klingman & Associates reported no remaining Global X Uranium ETF position as of Q1 2025 after selling out during the quarter.
  • Klingman & Associates sold 8,605 Global X Uranium ETF shares in Q1 2025, an estimated $230K.
  • Klingman & Associates first reported a position in Global X Uranium ETF in Q3 2024 and held it in 2 quarters.
  • Klingman & Associates's Global X Uranium ETF position peaked at $246K in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2025.

Based on Klingman & Associates's 13F filing for Q1 2025, filed 13 May 2025.