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

Shelton 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 Q2	$488K	Sell	11,163 -778	-7%	-$39.4K	0.19%	97
2026 Q1	$578K	Hold	11,941	–	–	0.25%	94
2025 Q4	$510K	Buy	11,941 +1,249	+12%	+$60.4K	0.22%	93
2025 Q3	$510K	Buy	10,692 +452	+4%	+$18.6K	0.23%	92
2025 Q2	$397K	Buy	10,240 +362	+4%	+$10.5K	0.19%	100
2025 Q1	$226K	Hold	9,878	–	–	0.12%	116
2024 Q4	$265K	Hold	9,878	–	–	0.14%	111
2024 Q3	$283K	Buy	9,878 +75	+0.8%	+$2.01K	0.15%	110
2024 Q2	$284K	Buy	9,803 +622	+7%	+$18.9K	0.16%	114
2024 Q1	$265K	Buy	9,181 +523	+6%	+$15.1K	0.17%	109
2023 Q4	$240K	Buy	8,658 +282	+3%	+$7.74K	0.17%	99
2023 Q3	$226K	Buy	+8,376	New	+$197K	0.18%	61

Other funds holding URA

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Shelton Wealth Management's URA Position: Q2 2026 in Review

Shelton Wealth Management reduced its Global X Uranium ETF (URA) stake by 6.5% in Q2 2026, selling an estimated $39.4K and leaving 11,163 shares worth $488K. The position accounts for 0.19% of the portfolio, ranked #97.

Shelton Wealth Management first reported a position in URA in Q3 2023 and has held it in 12 quarters since. The position peaked at $578K in Q1 2026. 89 funds tracked by Wall St. Rank hold URA as of Q2 2026.

Shelton Wealth Management held 11,163 shares of Global X Uranium ETF worth $488K as of Q2 2026.
Shelton Wealth Management sold 778 Global X Uranium ETF shares in Q2 2026, an estimated $39.4K.
Global X Uranium ETF made up 0.19% of Shelton Wealth Management's portfolio in Q2 2026, its #97 holding.
Shelton Wealth Management first reported a position in Global X Uranium ETF in Q3 2023 and has held it in 12 quarters since.
Shelton Wealth Management's Global X Uranium ETF position peaked at $578K in Q1 2026.
89 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Shelton Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.