Creative Planning
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Creative Planning’s Global X Uranium ETF URA Stock Holding History

Creative Planning’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 		$1.18M Buy
24,448
+3,792
+18% +$197K ﹤0.01% 2323
2025
Q4 		$883K Sell
20,656
-970
-4% -$46.9K ﹤0.01% 2385
2025
Q3 		$1.03M Buy
21,626
+1,772
+9% +$73.1K ﹤0.01% 2087
2025
Q2 		$771K Buy
19,854
+4,038
+26% +$117K ﹤0.01% 2073
2025
Q1 		$363K Buy
15,816
+1,809
+13% +$48.2K ﹤0.01% 2582
2024
Q4 		$375K Sell
14,007
-4,963
-26% -$152K ﹤0.01% 2490
2024
Q3 		$543K Sell
18,970
-6
-0% -$161 ﹤0.01% 2037
2024
Q2 		$549K Buy
18,976
+5,914
+45% +$180K ﹤0.01% 1866
2024
Q1 		$377K Buy
+13,062
New +$378K ﹤0.01% 2063
2023
Q4 		– Sell
-663
Closed -$17.9K – 3088
2023
Q3 		$17.9K Buy
+663
New +$15.6K ﹤0.01% 2599
2018
Q4 		– Sell
-11,720
Closed -$156K – 2113
2018
Q3 		$156K Buy
+11,720
New +$150K ﹤0.01% 1718
2017
Q3 		– Sell
-1,872
Closed -$25K – 3616
2017
Q2 		$25K Sell
1,872
-1,392
-43% -$18.9K ﹤0.01% 3032
2017
Q1 		$50K Buy
3,264
+2,248
+221% +$36.8K ﹤0.01% 2480
2016
Q4 		$13K Buy
1,016
+100
+11% +$1.27K ﹤0.01% 3383
2016
Q3 		$12K Hold
916
– – ﹤0.01% 3408
2016
Q2 		$13K Sell
916
-200
-18% -$2.92K ﹤0.01% 3091
2016
Q1 		$16K Buy
1,116
+513
+85% +$6.65K ﹤0.01% 2929
2015
Q4 		$8K Sell
603
-2,066
-77% -$29.6K ﹤0.01% 3438
2015
Q3 		$37K Buy
+2,669
New +$42.6K ﹤0.01% 2278
2015
Q2 		– Sell
-475
Closed -$10K – 2929
2015
Q1 		$10K Buy
475
+217
+84% +$4.64K ﹤0.01% 3199
2014
Q4 		$6K Buy
+258
New +$6.32K ﹤0.01% 3425
2013
Q4 		– Sell
-17
Closed -$1K – 3483
2013
Q3 		$1K Buy
+17
New +$575 ﹤0.01% 3122

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

Creative Planning's URA Position: Q1 2026 in Review

Creative Planning increased its Global X Uranium ETF (URA) stake by 18% in Q1 2026, buying an estimated $197K and bringing the position to 24,448 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #2323.

Creative Planning first reported a position in URA in Q3 2013 and has held it in 22 quarters since. 522 funds tracked by Wall St. Rank hold URA as of Q1 2026.

  • Creative Planning held 24,448 shares of Global X Uranium ETF worth $1.18M as of Q1 2026.
  • Creative Planning bought 3,792 Global X Uranium ETF shares in Q1 2026, an estimated $197K.
  • Global X Uranium ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2323 holding.
  • Creative Planning first reported a position in Global X Uranium ETF in Q3 2013 and has held it in 22 quarters since.
  • 522 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.