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Diversified Trust’s Global X Uranium ETF URA Stock Holding History

Diversified Trust’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 		– Sell
-4,465
Closed -$216K – 1203
2026
Q1 		$216K Buy
+4,465
New +$232K ﹤0.01% 958
2025
Q4 		– Sell
-4,465
Closed -$213K – 1101
2025
Q3 		$213K Buy
+4,465
New +$184K ﹤0.01% 915

Other funds holding URA

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Diversified Trust's URA Position: Q2 2026 in Review

Diversified Trust sold out of Global X Uranium ETF (URA) in Q2 2026, closing a stake of 4,465 shares — an estimated $216K sold.

Diversified Trust first reported a position in URA in Q3 2025 and held it in 2 quarters. The position peaked at $216K in Q1 2026. 129 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • Diversified Trust reported no remaining Global X Uranium ETF position as of Q2 2026 after selling out during the quarter.
  • Diversified Trust sold 4,465 Global X Uranium ETF shares in Q2 2026, an estimated $216K.
  • Diversified Trust first reported a position in Global X Uranium ETF in Q3 2025 and held it in 2 quarters.
  • Diversified Trust's Global X Uranium ETF position peaked at $216K in Q1 2026.
  • 129 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.