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Planned Solutions’s Global X Uranium ETF URA Stock Holding History

Planned 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
2024
Q4 		– Sell
-12
Closed -$343 – 597
2024
Q3 		$343 Buy
+12
New +$322 ﹤0.01% 618
2024
Q1 		– Sell
-12
Closed -$332 – 517
2023
Q4 		$332 Buy
+12
New +$329 ﹤0.01% 556

Other funds holding URA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Planned Solutions's URA Position: Q4 2024 in Review

Planned Solutions sold out of Global X Uranium ETF (URA) in Q4 2024, closing a stake of 12 shares — an estimated $343 sold.

Planned Solutions first reported a position in URA in Q4 2023 and held it in 2 quarters. The position peaked at $343 in Q3 2024. 371 funds tracked by Wall St. Rank hold URA as of Q4 2024.

  • Planned Solutions reported no remaining Global X Uranium ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 12 Global X Uranium ETF shares in Q4 2024, an estimated $343.
  • Planned Solutions first reported a position in Global X Uranium ETF in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Global X Uranium ETF position peaked at $343 in Q3 2024.
  • 371 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.