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Omnia Family Wealth’s Global X Uranium ETF URA Stock Holding History

Omnia Family Wealth’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
2024
Q3 		– Sell
-207,614
Closed -$6.02M – 88
2024
Q2 		$6.02M Buy
207,614
+4,558
+2% +$139K 2.55% 11
2024
Q1 		$5.85M Buy
203,056
+5,435
+3% +$157K 2.74% 6
2023
Q4 		$5.8M Buy
197,621
+3,369
+2% +$92.4K 2.98% 8
2023
Q3 		$5.25M Buy
+194,252
New +$4.57M 3.26% 8

Other funds holding URA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Omnia Family Wealth's URA Position: Q3 2024 in Review

Omnia Family Wealth sold out of Global X Uranium ETF (URA) in Q3 2024, closing a stake of 207,614 shares — an estimated $6.02M sold.

Omnia Family Wealth first reported a position in URA in Q3 2023 and held it in 4 quarters. The position peaked at $6.02M in Q2 2024. 331 funds tracked by Wall St. Rank hold URA as of Q3 2024.

  • Omnia Family Wealth reported no remaining Global X Uranium ETF position as of Q3 2024 after selling out during the quarter.
  • Omnia Family Wealth sold 207,614 Global X Uranium ETF shares in Q3 2024, an estimated $6.02M.
  • Omnia Family Wealth first reported a position in Global X Uranium ETF in Q3 2023 and held it in 4 quarters.
  • Omnia Family Wealth's Global X Uranium ETF position peaked at $6.02M in Q2 2024.
  • 331 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2024.

Based on Omnia Family Wealth's 13F filing for Q3 2024, filed 6 Nov 2024.