Krilogy Financial’s Global X Uranium ETF URA Stock Holding History

Krilogy Financial’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	–	Sell	-4,780	Closed	-$209K	–	1181
2026 Q2	$209K	Sell	4,780 -995	-17%	-$50.4K	0.01%	954
2026 Q1	$319K	Hold	5,775	–	–	0.01%	717
2025 Q4	$317K	Buy	5,775 +1,000	+21%	+$48.4K	0.01%	707
2025 Q3	$239K	Buy	+4,775	New	+$197K	0.01%	763
2025 Q1	–	Sell	-13,266	Closed	-$355K	–	238
2024 Q4	$355K	Buy	+13,266	New	+$406K	0.02%	205
2024 Q3	–	Sell	-118,397	Closed	-$3.43M	–	231
2024 Q2	$3.43M	Sell	118,397 -25,249	-18%	-$769K	0.25%	92
2024 Q1	$4.14M	Buy	143,646 +120,035	+508%	+$3.47M	0.32%	69
2023 Q4	$654K	Sell	23,611 -11,058	-32%	-$303K	0.06%	175
2023 Q3	$937K	Sell	34,669 -46,872	-57%	-$1.1M	0.09%	147
2023 Q2	$1.77M	Buy	+81,541	New	+$1.67M	0.16%	114

Other funds holding URA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Krilogy Financial's URA Position: Q3 2026 in Review

Krilogy Financial sold out of Global X Uranium ETF (URA) in Q3 2026, closing a stake of 4,780 shares — an estimated $209K sold.

Krilogy Financial first reported a position in URA in Q2 2023 and held it in 10 quarters. The position peaked at $4.14M in Q1 2024. 108 funds tracked by Wall St. Rank hold URA as of Q3 2026.

Krilogy Financial reported no remaining Global X Uranium ETF position as of Q3 2026 after selling out during the quarter.
Krilogy Financial sold 4,780 Global X Uranium ETF shares in Q3 2026, an estimated $209K.
Krilogy Financial first reported a position in Global X Uranium ETF in Q2 2023 and held it in 10 quarters.
Krilogy Financial's Global X Uranium ETF position peaked at $4.14M in Q1 2024.
108 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.