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Mount Yale Investment Advisors’s Global X Uranium ETF URA Stock Holding History

Mount Yale Investment Advisors’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
Q3 		– Sell
-26
Closed -$1.01K – 1549
2025
Q2 		$1.01K Buy
+26
New +$755 ﹤0.01% 1387

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Mount Yale Investment Advisors's URA Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Global X Uranium ETF (URA) in Q3 2025, closing a stake of 26 shares — an estimated $1.01K sold.

Mount Yale Investment Advisors first reported a position in URA in Q2 2025 and held it in 1 quarter. The position peaked at $1.01K in Q2 2025. 450 funds tracked by Wall St. Rank hold URA as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Global X Uranium ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 26 Global X Uranium ETF shares in Q3 2025, an estimated $1.01K.
  • Mount Yale Investment Advisors first reported a position in Global X Uranium ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Global X Uranium ETF position peaked at $1.01K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.