SWP
URA icon

Summit Wealth Partners’s Global X Uranium ETF URA Stock Holding History

Summit Wealth Partners’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
Q3 		– Sell
-8,835
Closed -$256K – 246
2024
Q2 		$256K Buy
+8,835
New +$269K 0.05% 196

Other funds holding URA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Summit Wealth Partners's URA Position: Q3 2024 in Review

Summit Wealth Partners sold out of Global X Uranium ETF (URA) in Q3 2024, closing a stake of 8,835 shares — an estimated $256K sold.

Summit Wealth Partners first reported a position in URA in Q2 2024 and held it in 1 quarter. The position peaked at $256K in Q2 2024. 331 funds tracked by Wall St. Rank hold URA as of Q3 2024.

  • Summit Wealth Partners reported no remaining Global X Uranium ETF position as of Q3 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 8,835 Global X Uranium ETF shares in Q3 2024, an estimated $256K.
  • Summit Wealth Partners first reported a position in Global X Uranium ETF in Q2 2024 and held it in 1 quarter.
  • Summit Wealth Partners's Global X Uranium ETF position peaked at $256K in Q2 2024.
  • 331 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2024.

Based on Summit Wealth Partners's 13F filing for Q3 2024, filed 28 Oct 2024.