Peak Financial Advisors’s Global X Uranium ETF URA Stock Holding History

Peak Financial Advisors’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	$1.61M	Buy	36,741 +1,138	+3%	+$57.6K	0.66%	39
2026 Q1	$1.72M	Sell	35,603 -14	-0%	-$729	0.76%	37
2025 Q4	$1.52M	Sell	35,617 -5,806	-14%	-$281K	0.68%	40
2025 Q3	$1.97M	Sell	41,423 -23,159	-36%	-$955K	0.95%	35
2025 Q2	$2.51M	Sell	64,582 -1,188	-2%	-$34.5K	1.28%	24
2025 Q1	$1.51M	Buy	65,770 +491	+0.8%	+$13.1K	0.77%	41
2024 Q4	$1.75M	Sell	65,279 -68	-0.1%	-$2.08K	0.91%	32
2024 Q3	$1.87M	Sell	65,347 -4,732	-7%	-$127K	0.96%	37
2024 Q2	$2.03M	Buy	70,079 +3,016	+4%	+$91.9K	1.16%	36
2024 Q1	$1.93M	Buy	67,063 +886	+1%	+$25.6K	1.18%	37
2023 Q4	$1.83M	Sell	66,177 -24,599	-27%	-$675K	1.22%	37
2023 Q3	$2.45M	Buy	90,776 +2,293	+3%	+$53.9K	2.65%	11
2023 Q2	$1.92M	Buy	88,483 +598	+0.7%	+$12.2K	1.51%	28
2023 Q1	$1.75M	Buy	87,885 +11,840	+16%	+$250K	1.48%	24
2022 Q4	$1.53M	Sell	76,045 -14,616	-16%	-$296K	1.39%	24
2022 Q3	$1.8M	Buy	90,661 +464	+0.5%	+$9.69K	2.21%	16
2022 Q2	$1.67M	Buy	+90,197	New	+$2.03M	1.66%	19

Other funds holding URA

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Peak Financial Advisors's URA Position: Q2 2026 in Review

Peak Financial Advisors increased its Global X Uranium ETF (URA) stake by 3.2% in Q2 2026, buying an estimated $57.6K and bringing the position to 36,741 shares worth $1.61M. The position accounts for 0.66% of the portfolio, ranked #39.

Peak Financial Advisors first reported a position in URA in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.51M in Q2 2025. 89 funds tracked by Wall St. Rank hold URA as of Q2 2026.

Peak Financial Advisors held 36,741 shares of Global X Uranium ETF worth $1.61M as of Q2 2026.
Peak Financial Advisors bought 1,138 Global X Uranium ETF shares in Q2 2026, an estimated $57.6K.
Global X Uranium ETF made up 0.66% of Peak Financial Advisors's portfolio in Q2 2026, its #39 holding.
Peak Financial Advisors first reported a position in Global X Uranium ETF in Q2 2022 and has held it in 17 quarters since.
Peak Financial Advisors's Global X Uranium ETF position peaked at $2.51M in Q2 2025.
89 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.