EP Wealth Advisors’s Global X Uranium ETF URA Stock Holding History

EP Wealth 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
2025 Q2	$116K	Buy	+2,984	New	+$86.6K	﹤0.01%	1359

Other funds holding URA

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

EP Wealth Advisors's URA Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Global X Uranium ETF (URA) in Q2 2025: 2,984 shares worth $116K. The stake represents ﹤0.01% of the portfolio and ranks #1359 among its holdings.

402 funds tracked by Wall St. Rank hold URA as of Q2 2025.

EP Wealth Advisors held 2,984 shares of Global X Uranium ETF worth $116K as of Q2 2025.
Global X Uranium ETF was a new EP Wealth Advisors position in Q2 2025.
Global X Uranium ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1359 holding.
402 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.