Legacy Advisors’s Global X Uranium ETF URA Stock Holding History

Legacy Advisors’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	$416K	Hold	10,438	–	–	0.04%	199
2026 Q2	$456K	Hold	10,438	–	–	0.04%	194
2026 Q1	$506K	Hold	10,438	–	–	0.06%	158
2025 Q4	$468K	Hold	10,438	–	–	0.05%	173
2025 Q3	$498K	Buy	+10,438	New	+$431K	0.06%	148
2025 Q1	$239K	Hold	10,438	–	–	0.02%	374
2024 Q4	$287K	Hold	10,438	–	–	0.03%	317
2024 Q3	$299K	Sell	10,438 -9,470	-48%	-$254K	0.03%	298
2024 Q2	$577K	Hold	19,908	–	–	0.07%	190
2024 Q1	$574K	Buy	19,908 +9,470	+91%	+$274K	0.07%	195
2023 Q4	$307K	Hold	10,438	–	–	0.04%	242
2023 Q3	$282K	Hold	10,438	–	–	0.05%	239
2023 Q2	$227K	Hold	10,438	–	–	0.03%	246
2023 Q1	$208K	Hold	10,438	–	–	0.04%	232
2022 Q4	$210K	Hold	10,438	–	–	0.04%	228
2022 Q3	$207K	Hold	10,438	–	–	0.05%	211
2022 Q2	$195K	Hold	10,438	–	–	0.04%	208
2022 Q1	$273K	Hold	10,438	–	–	0.05%	173
2021 Q4	$238K	Hold	10,438	–	–	0.09%	117
2021 Q3	$248K	Buy	+10,438	New	+$222K	0.1%	107

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

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

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

Legacy Advisors's URA Position: Q3 2026 in Review

Legacy Advisors held its Global X Uranium ETF (URA) position steady in Q3 2026 at 10,438 shares worth $416K. The position accounts for 0.04% of the portfolio, ranked #199.

Legacy Advisors first reported a position in URA in Q3 2021 and has held it in 20 quarters since. The position peaked at $577K in Q2 2024. 125 funds tracked by Wall St. Rank hold URA as of Q3 2026.

Legacy Advisors held 10,438 shares of Global X Uranium ETF worth $416K as of Q3 2026.
Legacy Advisors left its Global X Uranium ETF share count unchanged in Q3 2026.
Global X Uranium ETF made up 0.04% of Legacy Advisors's portfolio in Q3 2026, its #199 holding.
Legacy Advisors first reported a position in Global X Uranium ETF in Q3 2021 and has held it in 20 quarters since.
Legacy Advisors's Global X Uranium ETF position peaked at $577K in Q2 2024.
125 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.