Northeast Financial Consultants’s Global X Uranium ETF URA Stock Holding History

Northeast Financial Consultants’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 Q2	$355K	Hold	9,138	–	–	0.01%	236
2025 Q1	$209K	Hold	9,138	–	–	0.01%	269
2024 Q4	$245K	Hold	9,138	–	–	0.01%	259
2024 Q3	$261K	Hold	9,138	–	–	0.01%	249
2024 Q2	$265K	Hold	9,138	–	–	0.01%	239
2024 Q1	$263K	Hold	9,138	–	–	0.01%	252
2023 Q4	$253K	Sell	9,138 -7,706	-46%	-$211K	0.01%	242
2023 Q3	$455K	Hold	16,844	–	–	0.03%	187
2023 Q2	$366K	Hold	16,844	–	–	0.02%	209
2023 Q1	$336K	Sell	16,844 -4,575	-21%	-$96.7K	0.02%	236
2022 Q4	$430K	Hold	21,419	–	–	0.03%	205
2022 Q3	$425K	Hold	21,419	–	–	0.03%	212
2022 Q2	$398K	Buy	21,419 +8,441	+65%	+$190K	0.03%	219
2022 Q1	$340K	Hold	12,978	–	–	0.02%	282
2021 Q4	$296K	Buy	12,978 +2,765	+27%	+$73K	0.02%	281
2021 Q3	$243K	Hold	10,213	–	–	0.02%	307
2021 Q2	$217K	Buy	+10,213	New	+$215K	0.01%	332

Other funds holding URA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Northeast Financial Consultants's URA Position: Q2 2025 in Review

Northeast Financial Consultants held its Global X Uranium ETF (URA) position steady in Q2 2025 at 9,138 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #236.

Northeast Financial Consultants first reported a position in URA in Q2 2021 and has held it in 17 quarters since. The position peaked at $455K in Q3 2023. 402 funds tracked by Wall St. Rank hold URA as of Q2 2025.

Northeast Financial Consultants held 9,138 shares of Global X Uranium ETF worth $355K as of Q2 2025.
Northeast Financial Consultants left its Global X Uranium ETF share count unchanged in Q2 2025.
Global X Uranium ETF made up 0.01% of Northeast Financial Consultants's portfolio in Q2 2025, its #236 holding.
Northeast Financial Consultants first reported a position in Global X Uranium ETF in Q2 2021 and has held it in 17 quarters since.
Northeast Financial Consultants's Global X Uranium ETF position peaked at $455K in Q3 2023.
402 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.