Lauer Wealth
URA icon

Lauer Wealth’s Global X Uranium ETF URA Stock Holding History

Lauer Wealth’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 		$270K Buy
+7,007
New +$300K 0.17% 69
2026
Q2 		– Sell
-6,302
Closed -$319K – 93
2026
Q1 		$324K Sell
6,302
-245
-4% -$12.8K 0.26% 37
2025
Q4 		$324K Buy
6,547
+1,700
+35% +$82.2K 0.24% 40
2025
Q3 		$282K Buy
+4,847
New +$200K 0.2% 54

Other funds holding URA

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Kapitalo Investimentos
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
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Madrona Financial Services
Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Lauer Wealth's URA Position: Q3 2026 in Review

Lauer Wealth opened a new position in Global X Uranium ETF (URA) in Q3 2026: 7,007 shares worth $270K. The stake represents 0.17% of the portfolio and ranks #69 among its holdings. This is a return to the name: Lauer Wealth previously reported a position in URA as recently as Q1 2026.

Lauer Wealth first reported a position in URA in Q3 2025 and has held it in 4 quarters since. The position peaked at $324K in Q4 2025. 125 funds tracked by Wall St. Rank hold URA as of Q3 2026.

  • Lauer Wealth held 7,007 shares of Global X Uranium ETF worth $270K as of Q3 2026.
  • Global X Uranium ETF was a new Lauer Wealth position in Q3 2026.
  • Global X Uranium ETF made up 0.17% of Lauer Wealth's portfolio in Q3 2026, its #69 holding.
  • Lauer Wealth first reported a position in Global X Uranium ETF in Q3 2025 and has held it in 4 quarters since.
  • Lauer Wealth's Global X Uranium ETF position peaked at $324K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.