Cape Investment Advisory’s Global X Uranium ETF URA Stock Holding History

Cape Investment Advisory’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	$62.6K	Buy	+1,433	New	+$72.6K	0.02%	442
2026 Q1	–	Sell	-1,568	Closed	-$67K	–	1148
2025 Q4	$67K	Buy	+1,568	New	+$75.9K	0.02%	366
2025 Q3	–	Sell	-1,588	Closed	-$61.6K	–	1181
2025 Q2	$61.6K	Buy	1,588 +300	+23%	+$8.71K	0.02%	341
2025 Q1	$29.5K	Sell	1,288 -38	-3%	-$1.01K	0.01%	413
2024 Q4	$35.5K	Hold	1,326	–	–	0.01%	390
2024 Q3	$37.9K	Buy	1,326 +41	+3%	+$1.1K	0.02%	356
2024 Q2	$37.2K	Buy	1,285 +100	+8%	+$3.05K	0.02%	333
2024 Q1	$34.2K	Sell	1,185 -815	-41%	-$23.6K	0.02%	360
2023 Q4	$55.4K	Sell	2,000 -600	-23%	-$16.5K	0.03%	334
2023 Q3	$70.3K	Hold	2,600	–	–	0.04%	249
2023 Q2	$56.4K	Hold	2,600	–	–	0.03%	268
2023 Q1	$51.8K	Buy	+2,600	New	+$55K	0.03%	261

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

Cape Investment Advisory's URA Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Global X Uranium ETF (URA) in Q2 2026: 1,433 shares worth $62.6K. The stake represents 0.02% of the portfolio and ranks #442 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in URA as recently as Q4 2025.

Cape Investment Advisory first reported a position in URA in Q1 2023 and has held it in 12 quarters since. The position peaked at $70.3K in Q3 2023. 534 funds tracked by Wall St. Rank hold URA as of Q2 2026.

Cape Investment Advisory held 1,433 shares of Global X Uranium ETF worth $62.6K as of Q2 2026.
Global X Uranium ETF was a new Cape Investment Advisory position in Q2 2026.
Global X Uranium ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #442 holding.
Cape Investment Advisory first reported a position in Global X Uranium ETF in Q1 2023 and has held it in 12 quarters since.
Cape Investment Advisory's Global X Uranium ETF position peaked at $70.3K in Q3 2023.
534 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.