Koa Wealth Management’s Global X Uranium ETF URA Stock Holding History

Koa 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 Q3	$2.32M	Buy	58,175 +18,275	+46%	+$784K	1.5%	19
2026 Q2	$1.74M	Buy	39,900 +33	+0.1%	+$1.67K	1.19%	26
2026 Q1	$1.93M	Sell	39,867 -6,280	-14%	-$327K	1.4%	23
2025 Q4	$1.97M	Buy	46,147 +3,203	+7%	+$155K	1.35%	24
2025 Q3	$2.05M	Sell	42,944 -3,450	-7%	-$142K	1.52%	21
2025 Q2	$1.8M	Sell	46,394 -25,518	-35%	-$741K	1.43%	22
2025 Q1	$1.65M	Buy	71,912 +2,800	+4%	+$74.5K	1.33%	27
2024 Q4	$1.85M	Sell	69,112 -356	-0.5%	-$10.9K	1.51%	23
2024 Q3	$1.99M	Buy	69,468 +58,063	+509%	+$1.56M	1.54%	23
2024 Q2	$330K	Sell	11,405 -30	-0.3%	-$914	0.28%	40
2024 Q1	$330K	Buy	+11,435	New	+$331K	0.3%	42

Other funds holding URA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

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 Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Koa Wealth Management's URA Position: Q3 2026 in Review

Koa Wealth Management increased its Global X Uranium ETF (URA) stake by 46% in Q3 2026, buying an estimated $784K and bringing the position to 58,175 shares worth $2.32M. The position accounts for 1.5% of the portfolio, ranked #19.

Koa Wealth Management first reported a position in URA in Q1 2024 and has held it in 11 quarters since. 180 funds tracked by Wall St. Rank hold URA as of Q3 2026.

Koa Wealth Management held 58,175 shares of Global X Uranium ETF worth $2.32M as of Q3 2026.
Koa Wealth Management bought 18,275 Global X Uranium ETF shares in Q3 2026, an estimated $784K.
Global X Uranium ETF made up 1.5% of Koa Wealth Management's portfolio in Q3 2026, its #19 holding.
Koa Wealth Management first reported a position in Global X Uranium ETF in Q1 2024 and has held it in 11 quarters since.
180 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2026.

Based on Koa Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.