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

MBE 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
2020
Q2 		– Sell
-751
Closed -$6K – 484
2020
Q1 		$6K Buy
+751
New +$7.45K 0.01% 360

Other funds holding URA

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
KJHP
K.J. Harrison & Partners Toronto, Ontario, Canada $608M AUM 45.31% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MBE Wealth Management's URA Position: Q2 2020 in Review

MBE Wealth Management sold out of Global X Uranium ETF (URA) in Q2 2020, closing a stake of 751 shares — an estimated $6K sold.

MBE Wealth Management first reported a position in URA in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 39 funds tracked by Wall St. Rank hold URA as of Q2 2020.

  • MBE Wealth Management reported no remaining Global X Uranium ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 751 Global X Uranium ETF shares in Q2 2020, an estimated $6K.
  • MBE Wealth Management first reported a position in Global X Uranium ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Global X Uranium ETF position peaked at $6K in Q1 2020.
  • 39 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.