URA — GLOBAL X FDS

Ownership history in SUMMIT SECURITIES GROUP LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which SUMMIT SECURITIES GROUP LLC reported a position in GLOBAL X FDS (URA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.77% (2025 Q4)
Avg. % of fund
1.43%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 498,200 +453,400 +1012.1% 2.77% $21.3M $42.73
2021 Q2 INITIATED 44,800 — — 0.08% $950K $17.42
% of Fund (quarterly)    URA price (monthly, adj. close)

Other funds also holding URA

As of 2025 Q4 — sorted by position size

Avid Wealth Partners LLC 5.88% FORTEM FINANCIAL GROUP, LLC 3Y 7Y 4.45% Savior LLC 3Y 3.32% Spruce Point Capital Management, LLC 2.92% Harbour Wealth Management Group, Inc. 2.5% Heartwood Wealth Advisors LLC 3Y 2.49% AVALON CAPITAL MANAGEMENT 3Y 7Y 1.89% Deuterium Capital Management, LLC 3Y 1.68% Bensler, LLC 3Y 1.63% Gordian Capital Singapore Pte Ltd 3Y 1.6%
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