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Caprock Group’s Global X Uranium ETF URA Stock Holding History

Caprock Group’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
Q1 		$1.22M Hold
25,183
– – 0.03% 485
2025
Q4 		$1.13M Hold
25,183
– – 0.02% 575
2025
Q3 		$1.02M Buy
+25,183
New +$1.04M 0.03% 567
2025
Q1 		$598K Hold
26,111
– – 0.02% 645
2024
Q4 		$719K Buy
+26,111
New +$799K 0.02% 509
2015
Q3 		– Sell
-10,000
Closed -$184K – 92
2015
Q2 		$184K Hold
10,000
– – 0.17% 77
2015
Q1 		$206K Buy
+10,000
New +$214K 0.21% 73

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Caprock Group's URA Position: Q1 2026 in Review

Caprock Group held its Global X Uranium ETF (URA) position steady in Q1 2026 at 25,183 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #485.

Caprock Group first reported a position in URA in Q1 2015 and has held it in 7 quarters since. 522 funds tracked by Wall St. Rank hold URA as of Q1 2026.

  • Caprock Group held 25,183 shares of Global X Uranium ETF worth $1.22M as of Q1 2026.
  • Caprock Group left its Global X Uranium ETF share count unchanged in Q1 2026.
  • Global X Uranium ETF made up 0.03% of Caprock Group's portfolio in Q1 2026, its #485 holding.
  • Caprock Group first reported a position in Global X Uranium ETF in Q1 2015 and has held it in 7 quarters since.
  • 522 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.