Summit Place Financial Advisors’s Global X Uranium ETF URA Stock Holding History

Summit Place Financial 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	$3.02M	Sell	69,138 -1,925	-3%	-$97.5K	1.32%	27
2026 Q1	$3.44M	Sell	71,063 -1,597	-2%	-$83.1K	1.65%	21
2025 Q4	$3.1M	Sell	72,660 -400	-0.5%	-$19.4K	1.5%	28
2025 Q3	$3.48M	Buy	73,060 +225	+0.3%	+$9.28K	1.64%	25
2025 Q2	$2.83M	Buy	72,835 +31,860	+78%	+$925K	1.42%	30
2025 Q1	$939K	Buy	40,975 +17,340	+73%	+$462K	0.53%	59
2024 Q4	$633K	Buy	+23,635	New	+$723K	0.36%	65

Other funds holding URA

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Summit Place Financial Advisors's URA Position: Q2 2026 in Review

Summit Place Financial Advisors reduced its Global X Uranium ETF (URA) stake by 2.7% in Q2 2026, selling an estimated $97.5K and leaving 69,138 shares worth $3.02M. The position accounts for 1.32% of the portfolio, ranked #27.

Summit Place Financial Advisors first reported a position in URA in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.48M in Q3 2025. 187 funds tracked by Wall St. Rank hold URA as of Q2 2026.

Summit Place Financial Advisors held 69,138 shares of Global X Uranium ETF worth $3.02M as of Q2 2026.
Summit Place Financial Advisors sold 1,925 Global X Uranium ETF shares in Q2 2026, an estimated $97.5K.
Global X Uranium ETF made up 1.32% of Summit Place Financial Advisors's portfolio in Q2 2026, its #27 holding.
Summit Place Financial Advisors first reported a position in Global X Uranium ETF in Q4 2024 and has held it in 7 quarters since.
Summit Place Financial Advisors's Global X Uranium ETF position peaked at $3.48M in Q3 2025.
187 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.