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Perigon Wealth Management’s Global X Uranium ETF URA Stock Holding History

Perigon Wealth Management’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
-10,905
Closed -$423K – 1248
2025
Q2 		$423K Sell
10,905
-2,669
-20% -$77.5K 0.01% 726
2025
Q1 		$311K Buy
+13,574
New +$361K 0.01% 800
2024
Q4 		– Sell
-10,591
Closed -$303K – 1102
2024
Q3 		$303K Buy
+10,591
New +$284K 0.01% 791
2024
Q1 		– Sell
-33,767
Closed -$935K – 894
2023
Q4 		$935K Buy
33,767
+3,936
+13% +$108K 0.03% 354
2023
Q3 		$807K Buy
+29,831
New +$701K 0.03% 345

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return