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Mason & Associates (California)’s Global X Uranium ETF URA Stock Holding History

Mason & Associates (California)’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
Q2 		$10.4M Sell
237,713
-4,738
-2% -$240K 1.68% 19
2026
Q1 		$11M Buy
+242,451
New +$12.6M 2.13% 12

Other funds holding URA

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Mason & Associates (California)'s URA Position: Q2 2026 in Review

Mason & Associates (California) reduced its Global X Uranium ETF (URA) stake by 2% in Q2 2026, selling an estimated $240K and leaving 237,713 shares worth $10.4M. The position accounts for 1.68% of the portfolio, ranked #19.

Mason & Associates (California) first reported a position in URA in Q1 2026 and has held it in 2 quarters since. The position peaked at $11M in Q1 2026. 208 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • Mason & Associates (California) held 237,713 shares of Global X Uranium ETF worth $10.4M as of Q2 2026.
  • Mason & Associates (California) sold 4,738 Global X Uranium ETF shares in Q2 2026, an estimated $240K.
  • Global X Uranium ETF made up 1.68% of Mason & Associates (California)'s portfolio in Q2 2026, its #19 holding.
  • Mason & Associates (California) first reported a position in Global X Uranium ETF in Q1 2026 and has held it in 2 quarters since.
  • Mason & Associates (California)'s Global X Uranium ETF position peaked at $11M in Q1 2026.
  • 208 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.