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

Pettinga 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 		$783K Buy
17,909
+1,950
+12% +$98.8K 0.13% 87
2026
Q1 		$773K Sell
15,959
-520
-3% -$27.1K 0.15% 84
2025
Q4 		$704K Sell
16,479
-2,955
-15% -$143K 0.13% 82
2025
Q3 		$926K Sell
19,434
-875
-4% -$36.1K 0.18% 71
2025
Q2 		$788K Sell
20,309
-450
-2% -$13.1K 0.17% 71
2025
Q1 		$476K Buy
20,759
+828
+4% +$22K 0.11% 80
2024
Q4 		$534K Buy
19,931
+1,775
+10% +$54.3K 0.12% 80
2024
Q3 		$519K Buy
18,156
+2,163
+14% +$58.1K 0.12% 77
2024
Q2 		$463K Buy
15,993
+250
+2% +$7.62K 0.12% 77
2024
Q1 		$454K Sell
15,743
-1,444
-8% -$41.8K 0.12% 81
2023
Q4 		$476K Sell
17,187
-2,250
-12% -$61.7K 0.13% 80
2023
Q3 		$526K Sell
19,437
-950
-5% -$22.3K 0.16% 58
2023
Q2 		$442K Sell
20,387
-50
-0.2% -$1.02K 0.13% 67
2023
Q1 		$407K Buy
20,437
+350
+2% +$7.4K 0.13% 71
2022
Q4 		$403K Sell
20,087
-4,485
-18% -$90.7K 0.13% 72
2022
Q3 		$487K Buy
24,572
+501
+2% +$10.5K 0.17% 64
2022
Q2 		$447K Buy
24,071
+2,300
+11% +$51.8K 0.13% 71
2022
Q1 		$570K Buy
21,771
+7,106
+48% +$165K 0.14% 68
2021
Q4 		$335K Buy
14,665
+3,375
+30% +$89.1K 0.08% 85
2021
Q3 		$269K Buy
+11,290
New +$240K 0.07% 90

Other funds holding URA

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return