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

Lionsbridge 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
2025 Q1	–	Sell	-12,530	Closed	-$336K	–	65
2024 Q4	$336K	Buy	+12,530	New	+$383K	0.28%	56
2024 Q3	–	Sell	-29,173	Closed	-$845K	–	77
2024 Q2	$845K	Sell	29,173 -178	-0.6%	-$5.42K	0.68%	46
2024 Q1	$846K	Buy	+29,351	New	+$849K	0.65%	43

Other funds holding URA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Lionsbridge Wealth Management's URA Position: Q1 2025 in Review

Lionsbridge Wealth Management sold out of Global X Uranium ETF (URA) in Q1 2025, closing a stake of 12,530 shares — an estimated $336K sold.

Lionsbridge Wealth Management first reported a position in URA in Q1 2024 and held it in 3 quarters. The position peaked at $846K in Q1 2024. 351 funds tracked by Wall St. Rank hold URA as of Q1 2025.

Lionsbridge Wealth Management reported no remaining Global X Uranium ETF position as of Q1 2025 after selling out during the quarter.
Lionsbridge Wealth Management sold 12,530 Global X Uranium ETF shares in Q1 2025, an estimated $336K.
Lionsbridge Wealth Management first reported a position in Global X Uranium ETF in Q1 2024 and held it in 3 quarters.
Lionsbridge Wealth Management's Global X Uranium ETF position peaked at $846K in Q1 2024.
351 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2025.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.