Midwest Financial Group LLC URA — GLOBAL X FDS

Ownership history in Midwest Financial Group LLC  ·  4 quarters on record

AI Ownership Summary

Midwest Financial Group LLC reported GLOBAL X FDS (URA) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.22% in 2026 Q3. The latest visible filing shows URA at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this URA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Midwest Financial Group LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

URA was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

URA stock page Midwest Financial Group LLC fund profile Midwest Financial Group LLC full holdings
How Midwest Financial Group LLC held URA — position size vs. price
% of Fund (quarterly)    URA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 16,665 +3,106 +22.9% 0.22% $664K 2026-10-15 $36.12
2026 Q2 ADDED — — — 13,559 +3,289 +32.0% 0.21% $593K 2026-07-21 $40.25
2026 Q1 ADDED — — — 10,270 +3,570 +53.3% 0.21% $497K 2026-04-22 $57.73
2025 Q4 INITIATED — — — 6,700 — — 0.13% $286K 2026-01-20 $54.12

🏢 Other funds also holding URA

As of 2026 Q3 — sorted by position size

Savior LLC 3Y 3.47% Innovative Advisory Group, LLC 1.52% Koa Wealth Management, LLC 1.5% West Tower Group, LLC 3Y 1.48% Heartwood Wealth Advisors LLC 3Y 1.43% ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 1.37% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 1.05% Lewis Asset Management, LLC 0.69% Cyndeo Wealth Partners, LLC 3Y 0.68% Ayalon Insurance Comp Ltd. 3Y 7Y 0.48%

FAQ About Midwest Financial Group LLC and URA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Midwest Financial Group LLC reported owning URA?

Midwest Financial Group LLC reported URA across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported URA position in Midwest Financial Group LLC's portfolio?

The largest reported portfolio weight for URA was 0.22% in 2026 Q3.

What is the latest reported URA position on this page?

The most recent filing on this page is 2026 Q3, when Midwest Financial Group LLC reported 16,665 shares, equal to 0.22% of portfolio, with an estimated market value of $664K.

What does the chart on this URA ownership page compare?

The chart compares Midwest Financial Group LLC's quarterly URA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Midwest Financial Group LLC time their URA position?

Based on 13F filing dates vs. subsequent URA price moves, Midwest Financial Group LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on URA relative to SPY over the holding period was +806.6%.

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