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Aspen Investment Management’s Global X Uranium ETF URA Stock Holding History

Aspen Investment 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
2026
Q2 		$298K Sell
6,820
-135
-2% -$6.84K 0.08% 166
2026
Q1 		$337K Sell
6,955
-625
-8% -$32.5K 0.1% 148
2025
Q4 		$324K Buy
7,580
+880
+13% +$42.6K 0.1% 158
2025
Q3 		$319K Buy
+6,700
New +$276K 0.12% 127

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aspen Investment Management's URA Position: Q2 2026 in Review

Aspen Investment Management reduced its Global X Uranium ETF (URA) stake by 1.9% in Q2 2026, selling an estimated $6.84K and leaving 6,820 shares worth $298K. The position accounts for 0.08% of the portfolio, ranked #166.

Aspen Investment Management first reported a position in URA in Q3 2025 and has held it in 4 quarters since. The position peaked at $337K in Q1 2026. 534 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • Aspen Investment Management held 6,820 shares of Global X Uranium ETF worth $298K as of Q2 2026.
  • Aspen Investment Management sold 135 Global X Uranium ETF shares in Q2 2026, an estimated $6.84K.
  • Global X Uranium ETF made up 0.08% of Aspen Investment Management's portfolio in Q2 2026, its #166 holding.
  • Aspen Investment Management first reported a position in Global X Uranium ETF in Q3 2025 and has held it in 4 quarters since.
  • Aspen Investment Management's Global X Uranium ETF position peaked at $337K in Q1 2026.
  • 534 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.