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Concurrent Investment Advisors’s Global X Uranium ETF URA Stock Holding History

Concurrent Investment 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
Q2 		$354K Sell
8,102
-12
-0.1% -$608 ﹤0.01% 1597
2026
Q1 		$393K Buy
8,114
+616
+8% +$32.1K ﹤0.01% 1337
2025
Q4 		$320K Buy
7,498
+904
+14% +$43.7K ﹤0.01% 1351
2025
Q3 		$314K Buy
6,594
+1,114
+20% +$45.9K 0.01% 1130
2025
Q2 		$213K Buy
+5,480
New +$159K ﹤0.01% 1239

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concurrent Investment Advisors's URA Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Global X Uranium ETF (URA) stake by 0.15% in Q2 2026, selling an estimated $608 and leaving 8,102 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Concurrent Investment Advisors first reported a position in URA in Q2 2025 and has held it in 5 quarters since. The position peaked at $393K in Q1 2026. 534 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • Concurrent Investment Advisors held 8,102 shares of Global X Uranium ETF worth $354K as of Q2 2026.
  • Concurrent Investment Advisors sold 12 Global X Uranium ETF shares in Q2 2026, an estimated $608.
  • Global X Uranium ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1597 holding.
  • Concurrent Investment Advisors first reported a position in Global X Uranium ETF in Q2 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Global X Uranium ETF position peaked at $393K in Q1 2026.
  • 534 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.