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Sound Financial Strategies Group’s Global X Uranium ETF URA Stock Holding History

Sound Financial Strategies Group’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 		$894K Buy
20,455
+595
+3% +$30.1K 0.57% 37
2026
Q1 		$962K Buy
19,860
+19,856
+496,400% +$1.03M 0.66% 36
2025
Q4 		$171 Buy
+4
New +$194 ﹤0.01% 109

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sound Financial Strategies Group's URA Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Global X Uranium ETF (URA) stake by 3% in Q2 2026, buying an estimated $30.1K and bringing the position to 20,455 shares worth $894K. The position accounts for 0.57% of the portfolio, ranked #37.

Sound Financial Strategies Group first reported a position in URA in Q4 2025 and has held it in 3 quarters since. The position peaked at $962K in Q1 2026. 534 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • Sound Financial Strategies Group held 20,455 shares of Global X Uranium ETF worth $894K as of Q2 2026.
  • Sound Financial Strategies Group bought 595 Global X Uranium ETF shares in Q2 2026, an estimated $30.1K.
  • Global X Uranium ETF made up 0.57% of Sound Financial Strategies Group's portfolio in Q2 2026, its #37 holding.
  • Sound Financial Strategies Group first reported a position in Global X Uranium ETF in Q4 2025 and has held it in 3 quarters since.
  • Sound Financial Strategies Group's Global X Uranium ETF position peaked at $962K in Q1 2026.
  • 534 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.