CAPTRUST Financial Advisors’s Global X Uranium ETF URA Stock Holding History

CAPTRUST Financial Advisors’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	$367K	Buy	7,577 +3,071	+68%	+$160K	﹤0.01%	2249
2025 Q4	$193K	Buy	+4,506	New	+$218K	﹤0.01%	2531
2024 Q3	–	Sell	-16,759	Closed	-$485K	–	2356
2024 Q2	$485K	Buy	16,759 +801	+5%	+$24.4K	﹤0.01%	1519
2024 Q1	$460K	Buy	15,958 +914	+6%	+$26.4K	﹤0.01%	1530
2023 Q4	$417K	Buy	+15,044	New	+$413K	﹤0.01%	1874
2022 Q1	–	Sell	-100	Closed	-$2K	–	5140
2021 Q4	$2K	Buy	+100	New	+$2.64K	﹤0.01%	4456
2021 Q3	–	Sell	-350	Closed	-$7K	–	4769
2021 Q2	$7K	Buy	+350	New	+$7.38K	﹤0.01%	3725
2014 Q3	–	Sell	-4,000	Closed	-$116K	–	130
2014 Q2	$116K	Hold	4,000	–	–	0.03%	68
2014 Q1	$138K	Hold	4,000	–	–	0.03%	72
2013 Q4	$122K	Buy	+4,000	New	+$117K	0.02%	73

Other funds holding URA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

CAPTRUST Financial Advisors's URA Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Global X Uranium ETF (URA) stake by 68% in Q1 2026, buying an estimated $160K and bringing the position to 7,577 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #2249.

CAPTRUST Financial Advisors first reported a position in URA in Q4 2013 and has held it in 10 quarters since. The position peaked at $485K in Q2 2024. 522 funds tracked by Wall St. Rank hold URA as of Q1 2026.

CAPTRUST Financial Advisors held 7,577 shares of Global X Uranium ETF worth $367K as of Q1 2026.
CAPTRUST Financial Advisors bought 3,071 Global X Uranium ETF shares in Q1 2026, an estimated $160K.
Global X Uranium ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2249 holding.
CAPTRUST Financial Advisors first reported a position in Global X Uranium ETF in Q4 2013 and has held it in 10 quarters since.
CAPTRUST Financial Advisors's Global X Uranium ETF position peaked at $485K in Q2 2024.
522 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.