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

Sugarloaf 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 Q4	$1.85K	Buy	69 +33	+92%	+$1.01K	﹤0.01%	632
2024 Q3	$1.03K	Hold	36	–	–	﹤0.01%	642
2024 Q2	$1.04K	Hold	36	–	–	﹤0.01%	614
2024 Q1	$1.04K	Hold	36	–	–	﹤0.01%	623
2023 Q4	$997	Hold	36	–	–	﹤0.01%	632
2023 Q3	$973	Hold	36	–	–	﹤0.01%	627
2023 Q2	$781	Hold	36	–	–	﹤0.01%	647
2023 Q1	$717	Hold	36	–	–	﹤0.01%	649
2022 Q4	$723	Sell	36 -223	-86%	-$4.51K	﹤0.01%	718
2022 Q3	$6K	Buy	259 +223	+619%	+$4.66K	﹤0.01%	600
2022 Q2	$1K	Hold	36	–	–	﹤0.01%	764
2022 Q1	$1K	Hold	36	–	–	﹤0.01%	702
2021 Q4	$1K	Hold	36	–	–	﹤0.01%	729
2021 Q3	$1K	Sell	36 -526	-94%	-$11.2K	﹤0.01%	744
2021 Q2	$12K	Sell	562 -38	-6%	-$801	﹤0.01%	475
2021 Q1	$22	Sell	600 -561	-48%	-$9.77K	0.01%	387
2020 Q4	$18K	Hold	1,161	–	–	0.01%	400
2020 Q3	$13K	Buy	1,161 +1	+0.1%	+$12	﹤0.01%	427
2020 Q2	$13K	Buy	1,160 +1	+0.1%	+$11	0.01%	417
2020 Q1	$10K	Sell	1,159 -3,000	-72%	-$29.7K	﹤0.01%	437
2019 Q4	$46K	Buy	+4,159	New	+$45.8K	0.02%	261

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 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

Sugarloaf Wealth Management's URA Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Global X Uranium ETF (URA) stake by 92% in Q4 2024, buying an estimated $1.01K and bringing the position to 69 shares worth $1.85K. The position accounts for ﹤0.01% of the portfolio, ranked #632.

Sugarloaf Wealth Management first reported a position in URA in Q4 2019 and has held it in 21 quarters since. The position peaked at $46K in Q4 2019. 371 funds tracked by Wall St. Rank hold URA as of Q4 2024.

Sugarloaf Wealth Management held 69 shares of Global X Uranium ETF worth $1.85K as of Q4 2024.
Sugarloaf Wealth Management bought 33 Global X Uranium ETF shares in Q4 2024, an estimated $1.01K.
Global X Uranium ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #632 holding.
Sugarloaf Wealth Management first reported a position in Global X Uranium ETF in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's Global X Uranium ETF position peaked at $46K in Q4 2019.
371 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.