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

MGB 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 Q4	$712K	Buy	16,672 +500	+3%	+$24.2K	0.2%	98
2025 Q3	$771K	Buy	16,172 +826	+5%	+$34.1K	0.22%	98
2025 Q2	$596K	Buy	15,346 +1,000	+7%	+$29K	0.2%	105
2025 Q1	$329K	Sell	14,346 -7,512	-34%	-$200K	0.12%	162
2024 Q4	$585K	Sell	21,858 -4,567	-17%	-$140K	0.18%	98
2024 Q3	$756K	Sell	26,425 -200	-0.8%	-$5.37K	0.27%	85
2024 Q2	$831K	Buy	26,625 +3,630	+16%	+$111K	0.31%	76
2024 Q1	$662K	Buy	22,995 +2,500	+12%	+$72.3K	0.27%	91
2023 Q4	$566K	Buy	+20,495	New	+$562K	0.28%	99

Other funds holding URA

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

MGB Wealth Management's URA Position: Q4 2025 in Review

MGB Wealth Management increased its Global X Uranium ETF (URA) stake by 3.1% in Q4 2025, buying an estimated $24.2K and bringing the position to 16,672 shares worth $712K. The position accounts for 0.2% of the portfolio, ranked #98.

MGB Wealth Management first reported a position in URA in Q4 2023 and has held it in 9 quarters since. The position peaked at $831K in Q2 2024. 483 funds tracked by Wall St. Rank hold URA as of Q4 2025.

MGB Wealth Management held 16,672 shares of Global X Uranium ETF worth $712K as of Q4 2025.
MGB Wealth Management bought 500 Global X Uranium ETF shares in Q4 2025, an estimated $24.2K.
Global X Uranium ETF made up 0.2% of MGB Wealth Management's portfolio in Q4 2025, its #98 holding.
MGB Wealth Management first reported a position in Global X Uranium ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Global X Uranium ETF position peaked at $831K in Q2 2024.
483 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.