Planning Strategies Inc.’s Global X Uranium ETF URA Stock Holding History

Planning Strategies Inc.’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	$151K	Buy	+3,452	New	+$175K	0.09%	80

Other funds holding URA

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

Mirae Asset Global Investments

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

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Planning Strategies Inc.'s URA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Global X Uranium ETF (URA) in Q2 2026: 3,452 shares worth $151K. The stake represents 0.09% of the portfolio and ranks #80 among its holdings.

171 funds tracked by Wall St. Rank hold URA as of Q2 2026.

Planning Strategies Inc. held 3,452 shares of Global X Uranium ETF worth $151K as of Q2 2026.
Global X Uranium ETF was a new Planning Strategies Inc. position in Q2 2026.
Global X Uranium ETF made up 0.09% of Planning Strategies Inc.'s portfolio in Q2 2026, its #80 holding.
171 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.