Merit Financial Group
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Merit Financial Group’s Global X Uranium ETF URA Stock Holding History

Merit Financial Group’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 		$1.71M Sell
43,033
-4,603
-10% -$197K 0.01% 859
2026
Q2 		$2.08M Buy
47,636
+25,804
+118% +$1.31M 0.01% 737
2026
Q1 		$1.06M Buy
21,832
+117
+0.5% +$6.09K 0.01% 955
2025
Q4 		$928K Sell
21,715
-3,100
-12% -$150K 0.01% 990
2025
Q3 		$1.18M Sell
24,815
-21,031
-46% -$867K 0.01% 781
2025
Q2 		$1.78M Sell
45,846
-2,544
-5% -$73.8K 0.02% 567
2025
Q1 		$1.11M Sell
48,390
-694
-1% -$18.5K 0.02% 625
2024
Q4 		$1.31M Buy
49,084
+8,353
+21% +$256K 0.02% 437
2024
Q3 		$1.17M Buy
40,731
+965
+2% +$25.9K 0.03% 384
2024
Q2 		$1.15M Buy
39,766
+965
+2% +$29.4K 0.03% 373
2024
Q1 		$1.2M Buy
38,801
+15,360
+66% +$445K 0.03% 354
2023
Q4 		$649K Buy
23,441
+603
+3% +$16.5K 0.02% 426
2023
Q3 		$618K Buy
+22,838
New +$537K 0.02% 411

Other funds holding URA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
GenTrust
GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Merit Financial Group's URA Position: Q3 2026 in Review

Merit Financial Group reduced its Global X Uranium ETF (URA) stake by 9.7% in Q3 2026, selling an estimated $197K and leaving 43,033 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #859.

Merit Financial Group first reported a position in URA in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.08M in Q2 2026. 326 funds tracked by Wall St. Rank hold URA as of Q3 2026.

  • Merit Financial Group held 43,033 shares of Global X Uranium ETF worth $1.71M as of Q3 2026.
  • Merit Financial Group sold 4,603 Global X Uranium ETF shares in Q3 2026, an estimated $197K.
  • Global X Uranium ETF made up 0.01% of Merit Financial Group's portfolio in Q3 2026, its #859 holding.
  • Merit Financial Group first reported a position in Global X Uranium ETF in Q3 2023 and has held it in 13 quarters since.
  • Merit Financial Group's Global X Uranium ETF position peaked at $2.08M in Q2 2026.
  • 326 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.