McCarley & Cook Financial Planners’s Global X Uranium ETF URA Stock Holding History

McCarley & Cook Financial Planners’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	$19K	Hold	478	–	–	0.01%	137
2026 Q2	$20.9K	Hold	478	–	–	0.02%	125
2026 Q1	$23.2K	Hold	478	–	–	0.02%	122
2025 Q4	$20.4K	Buy	+478	New	+$23.1K	0.02%	114

Other funds holding URA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

McCarley & Cook Financial Planners's URA Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its Global X Uranium ETF (URA) position steady in Q3 2026 at 478 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #137.

McCarley & Cook Financial Planners first reported a position in URA in Q4 2025 and has held it in 4 quarters since. The position peaked at $23.2K in Q1 2026. 104 funds tracked by Wall St. Rank hold URA as of Q3 2026.

McCarley & Cook Financial Planners held 478 shares of Global X Uranium ETF worth $19K as of Q3 2026.
McCarley & Cook Financial Planners left its Global X Uranium ETF share count unchanged in Q3 2026.
Global X Uranium ETF made up 0.01% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #137 holding.
McCarley & Cook Financial Planners first reported a position in Global X Uranium ETF in Q4 2025 and has held it in 4 quarters since.
McCarley & Cook Financial Planners's Global X Uranium ETF position peaked at $23.2K in Q1 2026.
104 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.