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Personal CFO Solutions’s Global X Uranium ETF URA Stock Holding History

Personal CFO Solutions’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 		– Sell
-5,312
Closed -$257K – 587
2026
Q1 		$257K Buy
+5,312
New +$276K 0.04% 431

Other funds holding URA

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Personal CFO Solutions's URA Position: Q2 2026 in Review

Personal CFO Solutions sold out of Global X Uranium ETF (URA) in Q2 2026, closing a stake of 5,312 shares — an estimated $257K sold.

Personal CFO Solutions first reported a position in URA in Q1 2026 and held it in 1 quarter. The position peaked at $257K in Q1 2026. 529 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • Personal CFO Solutions reported no remaining Global X Uranium ETF position as of Q2 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 5,312 Global X Uranium ETF shares in Q2 2026, an estimated $257K.
  • Personal CFO Solutions first reported a position in Global X Uranium ETF in Q1 2026 and held it in 1 quarter.
  • Personal CFO Solutions's Global X Uranium ETF position peaked at $257K in Q1 2026.
  • 529 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.