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

SFG 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
2026
Q1 		– Sell
-5,948
Closed -$254K – 129
2025
Q4 		$254K Buy
+5,948
New +$288K 0.1% 115
2025
Q1 		– Sell
-42,771
Closed -$1.15M – 131
2024
Q4 		$1.15M Sell
42,771
-620
-1% -$19K 0.6% 27
2024
Q3 		$1.24M Sell
43,391
-13
-0% -$349 0.66% 29
2024
Q2 		$1.26M Buy
43,404
+743
+2% +$22.6K 0.72% 28
2024
Q1 		$1.23M Sell
42,661
-29,175
-41% -$844K 0.73% 23
2023
Q4 		$1.99M Sell
71,836
-7,052
-9% -$193K 1.32% 14
2023
Q3 		$2.13M Buy
78,888
+34,281
+77% +$806K 1.69% 11
2023
Q2 		$968K Buy
44,607
+17,043
+62% +$349K 0.81% 25
2023
Q1 		$549K Buy
+27,564
New +$583K 0.61% 29
2022
Q4 		– Sell
-13,217
Closed -$262K – 90
2022
Q3 		$262K Buy
+13,217
New +$276K 0.35% 55
2022
Q2 		– Sell
-70,843
Closed -$1.85M – 99
2022
Q1 		$1.85M Buy
70,843
+3,738
+6% +$86.7K 1.74% 20
2021
Q4 		$1.53M Buy
+67,105
New +$1.77M 1.36% 25

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

SFG Wealth Management's URA Position: Q1 2026 in Review

SFG Wealth Management sold out of Global X Uranium ETF (URA) in Q1 2026, closing a stake of 5,948 shares — an estimated $254K sold.

SFG Wealth Management first reported a position in URA in Q4 2021 and held it in 12 quarters. The position peaked at $2.13M in Q3 2023. 522 funds tracked by Wall St. Rank hold URA as of Q1 2026.

  • SFG Wealth Management reported no remaining Global X Uranium ETF position as of Q1 2026 after selling out during the quarter.
  • SFG Wealth Management sold 5,948 Global X Uranium ETF shares in Q1 2026, an estimated $254K.
  • SFG Wealth Management first reported a position in Global X Uranium ETF in Q4 2021 and held it in 12 quarters.
  • SFG Wealth Management's Global X Uranium ETF position peaked at $2.13M in Q3 2023.
  • 522 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.