Caldwell Trust’s Global X Uranium ETF URA Stock Holding History

Caldwell Trust’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	$26.2K	Buy	+600	New	+$30.4K	﹤0.01%	567

Other funds holding URA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Caldwell Trust's URA Position: Q2 2026 in Review

Caldwell Trust opened a new position in Global X Uranium ETF (URA) in Q2 2026: 600 shares worth $26.2K. The stake represents ﹤0.01% of the portfolio and ranks #567 among its holdings.

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

Caldwell Trust held 600 shares of Global X Uranium ETF worth $26.2K as of Q2 2026.
Global X Uranium ETF was a new Caldwell Trust position in Q2 2026.
Global X Uranium ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #567 holding.
528 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.