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Patriot Financial Group Insurance Agency’s Global X Uranium ETF URA Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		$675K Sell
15,453
-12,253
-44% -$621K 0.07% 270
2026
Q1 		$1.34M Buy
27,706
+14,486
+110% +$754K 0.08% 266
2025
Q4 		$565K Buy
13,220
+4,124
+45% +$200K 0.07% 275
2025
Q3 		$434K Buy
+9,096
New +$375K 0.06% 309
2023
Q2 		– Sell
-13,500
Closed -$269K – 490
2023
Q1 		$269K Buy
+13,500
New +$285K 0.05% 361
2022
Q3 		– Sell
-600
Closed -$11K – 1859
2022
Q2 		$11K Buy
+600
New +$13.5K ﹤0.01% 1216
2017
Q3 		– Sell
-137
Closed -$2K – 946
2017
Q2 		$2K Hold
137
– – ﹤0.01% 847
2017
Q1 		$2K Hold
137
– – ﹤0.01% 773
2016
Q4 		$2K Buy
+137
New +$1.74K ﹤0.01% 712

Other funds holding URA

G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
AWP
Avid Wealth Partners San Antonio, Texas $207M AUM 29.44% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Patriot Financial Group Insurance Agency's URA Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Global X Uranium ETF (URA) stake by 44% in Q2 2026, selling an estimated $621K and leaving 15,453 shares worth $675K. The position accounts for 0.07% of the portfolio, ranked #270.

Patriot Financial Group Insurance Agency first reported a position in URA in Q4 2016 and has held it in 9 quarters since. The position peaked at $1.34M in Q1 2026. 276 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 15,453 shares of Global X Uranium ETF worth $675K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 12,253 Global X Uranium ETF shares in Q2 2026, an estimated $621K.
  • Global X Uranium ETF made up 0.07% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #270 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Global X Uranium ETF in Q4 2016 and has held it in 9 quarters since.
  • Patriot Financial Group Insurance Agency's Global X Uranium ETF position peaked at $1.34M in Q1 2026.
  • 276 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.