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Summit Wealth Group (Colorado)’s Global X Uranium ETF URA Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-3,713
Closed -$986K – 470
2025
Q3 		$986K Buy
+3,713
New +$153K 0.15% 97

Other funds holding URA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Summit Wealth Group (Colorado)'s URA Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Global X Uranium ETF (URA) in Q4 2025, closing a stake of 3,713 shares — an estimated $986K sold.

Summit Wealth Group (Colorado) first reported a position in URA in Q3 2025 and held it in 1 quarter. The position peaked at $986K in Q3 2025. 483 funds tracked by Wall St. Rank hold URA as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Global X Uranium ETF position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 3,713 Global X Uranium ETF shares in Q4 2025, an estimated $986K.
  • Summit Wealth Group (Colorado) first reported a position in Global X Uranium ETF in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Global X Uranium ETF position peaked at $986K in Q3 2025.
  • 483 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.