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

Venturi 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
2025
Q1 		– Sell
-2,476
Closed -$66.3K – 1764
2024
Q4 		$66.3K Sell
2,476
-200
-7% -$6.12K ﹤0.01% 937
2024
Q3 		$76.6K Buy
2,676
+200
+8% +$5.37K ﹤0.01% 643
2024
Q2 		$71.7K Buy
2,476
+1,000
+68% +$30.5K ﹤0.01% 574
2024
Q1 		$42.6K Hold
1,476
– – ﹤0.01% 537
2023
Q4 		$40.9K Hold
1,476
– – ﹤0.01% 522
2023
Q3 		$39.9K Hold
1,476
– – ﹤0.01% 509
2023
Q2 		$32K Hold
1,476
– – ﹤0.01% 481
2023
Q1 		$29.4K Buy
+1,476
New +$31.2K ﹤0.01% 537

Other funds holding URA

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Venturi Wealth Management's URA Position: Q1 2025 in Review

Venturi Wealth Management sold out of Global X Uranium ETF (URA) in Q1 2025, closing a stake of 2,476 shares — an estimated $66.3K sold.

Venturi Wealth Management first reported a position in URA in Q1 2023 and held it in 8 quarters. The position peaked at $76.6K in Q3 2024. 351 funds tracked by Wall St. Rank hold URA as of Q1 2025.

  • Venturi Wealth Management reported no remaining Global X Uranium ETF position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,476 Global X Uranium ETF shares in Q1 2025, an estimated $66.3K.
  • Venturi Wealth Management first reported a position in Global X Uranium ETF in Q1 2023 and held it in 8 quarters.
  • Venturi Wealth Management's Global X Uranium ETF position peaked at $76.6K in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.