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

Norris 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
2025
Q3 		– Sell
-15,900
Closed -$617K – 106
2025
Q2 		$617K Sell
15,900
-781
-5% -$22.7K 0.25% 56
2025
Q1 		$382K Sell
16,681
-53,117
-76% -$1.41M 0.18% 63
2024
Q4 		$1.87M Buy
+69,798
New +$2.14M 0.88% 31

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

Norris Financial Group's URA Position: Q3 2025 in Review

Norris Financial Group sold out of Global X Uranium ETF (URA) in Q3 2025, closing a stake of 15,900 shares — an estimated $617K sold.

Norris Financial Group first reported a position in URA in Q4 2024 and held it in 3 quarters. The position peaked at $1.87M in Q4 2024. 449 funds tracked by Wall St. Rank hold URA as of Q3 2025.

  • Norris Financial Group reported no remaining Global X Uranium ETF position as of Q3 2025 after selling out during the quarter.
  • Norris Financial Group sold 15,900 Global X Uranium ETF shares in Q3 2025, an estimated $617K.
  • Norris Financial Group first reported a position in Global X Uranium ETF in Q4 2024 and held it in 3 quarters.
  • Norris Financial Group's Global X Uranium ETF position peaked at $1.87M in Q4 2024.
  • 449 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2025.

Based on Norris Financial Group's 13F filing for Q3 2025, filed 20 May 2026.