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Capital Management Associates (New York)’s Global X Uranium ETF URA Stock Holding History

Capital Management Associates (New York)’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
2025
Q1 		– Sell
-24,000
Closed -$643K – 65
2024
Q4 		$643K Hold
24,000
– – 0.76% 50
2024
Q3 		$687K Sell
24,000
-6,000
-20% -$161K 0.76% 57
2024
Q2 		$869K Hold
30,000
– – 1.03% 38
2024
Q1 		$865K Buy
+30,000
New +$868K 1.03% 44

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Capital Management Associates (New York)'s URA Position: Q1 2025 in Review

Capital Management Associates (New York) sold out of Global X Uranium ETF (URA) in Q1 2025, closing a stake of 24,000 shares — an estimated $643K sold.

Capital Management Associates (New York) first reported a position in URA in Q1 2024 and held it in 4 quarters. The position peaked at $869K in Q2 2024. 351 funds tracked by Wall St. Rank hold URA as of Q1 2025.

  • Capital Management Associates (New York) reported no remaining Global X Uranium ETF position as of Q1 2025 after selling out during the quarter.
  • Capital Management Associates (New York) sold 24,000 Global X Uranium ETF shares in Q1 2025, an estimated $643K.
  • Capital Management Associates (New York) first reported a position in Global X Uranium ETF in Q1 2024 and held it in 4 quarters.
  • Capital Management Associates (New York)'s Global X Uranium ETF position peaked at $869K in Q2 2024.
  • 351 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2025.

Based on Capital Management Associates (New York)'s 13F filing for Q1 2025, filed 8 May 2025.