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

Stapp 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
2024 Q1	–	Sell	-16,406	Closed	-$454K	–	25
2023 Q4	$454K	Sell	16,406 -2,639	-14%	-$72.4K	0.76%	17
2023 Q3	$515K	Buy	19,045 +121	+0.6%	+$2.84K	0.99%	15
2023 Q2	$411K	Buy	18,924 +711	+4%	+$14.6K	0.81%	16
2023 Q1	$362K	Buy	18,213 +423	+2%	+$8.94K	0.5%	17
2022 Q4	$357K	Buy	17,790 +1,062	+6%	+$21.5K	0.86%	15
2022 Q3	$332K	Buy	+16,728	New	+$349K	0.97%	14

Other funds holding URA

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CHP

Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stapp Wealth Management's URA Position: Q1 2024 in Review

Stapp Wealth Management sold out of Global X Uranium ETF (URA) in Q1 2024, closing a stake of 16,406 shares — an estimated $454K sold.

Stapp Wealth Management first reported a position in URA in Q3 2022 and held it in 6 quarters. The position peaked at $515K in Q3 2023. 314 funds tracked by Wall St. Rank hold URA as of Q1 2024.

Stapp Wealth Management reported no remaining Global X Uranium ETF position as of Q1 2024 after selling out during the quarter.
Stapp Wealth Management sold 16,406 Global X Uranium ETF shares in Q1 2024, an estimated $454K.
Stapp Wealth Management first reported a position in Global X Uranium ETF in Q3 2022 and held it in 6 quarters.
Stapp Wealth Management's Global X Uranium ETF position peaked at $515K in Q3 2023.
314 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2024.

Based on Stapp Wealth Management's 13F filing for Q1 2024, filed 19 Apr 2024.