Strategic Investment Solutions’s Global X Uranium ETF URA Stock Holding History

Strategic Investment Solutions’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	$61.8K	Hold	1,413	–	–	0.01%	245
2026 Q1	$68.5K	Buy	1,413 +118	+9%	+$6.14K	0.02%	234
2025 Q4	$55.4K	Hold	1,295	–	–	0.01%	237
2025 Q3	$61.8K	Hold	1,295	–	–	0.02%	199
2025 Q2	$50.3K	Hold	1,295	–	–	0.02%	209
2025 Q1	$29.7K	Buy	+1,295	New	+$34.5K	0.01%	247
2024 Q4	–	Sell	-1,295	Closed	-$37.1K	–	697
2024 Q3	$37.1K	Hold	1,295	–	–	0.01%	218
2024 Q2	$36.7K	Buy	+1,295	New	+$39.4K	0.01%	201
2023 Q4	$35.9K	Sell	1,295 -80,290	-98%	-$2.2M	0.01%	550
2023 Q3	$1.92M	Buy	81,585 +80,290	+6,200%	+$1.89M	0.02%	226
2023 Q2	$27.3K	Hold	1,295	–	–	0.01%	403
2023 Q1	$25.8K	Buy	+1,295	New	+$27.4K	0.01%	494

Other funds holding URA

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

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

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

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return