SWA
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SOA Wealth Advisors’s Global X Uranium ETF URA Stock Holding History

SOA Wealth 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 		$145K Buy
+144,818
New +$7.34M 0.02% 247
2025
Q2 		– Sell
-25,036
Closed -$25K – 935
2025
Q1 		$25K Buy
+25,036
New +$666K 0.01% 436

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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 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
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
PI
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

SOA Wealth Advisors's URA Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in Global X Uranium ETF (URA) in Q2 2026: 144,818 shares worth $145K. The stake represents 0.02% of the portfolio and ranks #247 among its holdings. This is a return to the name: SOA Wealth Advisors previously reported a position in URA as recently as Q1 2025.

SOA Wealth Advisors first reported a position in URA in Q1 2025 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • SOA Wealth Advisors held 144,818 shares of Global X Uranium ETF worth $145K as of Q2 2026.
  • Global X Uranium ETF was a new SOA Wealth Advisors position in Q2 2026.
  • Global X Uranium ETF made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #247 holding.
  • SOA Wealth Advisors first reported a position in Global X Uranium ETF in Q1 2025 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.