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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
2026
Q2 		$192K Buy
+4,395
New +$223K ﹤0.01% 1520
2025
Q2 		$116K Buy
+2,984
New +$86.6K ﹤0.01% 1359

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

EP Wealth Advisors's URA Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Global X Uranium ETF (URA) in Q2 2026: 4,395 shares worth $192K. The stake represents ﹤0.01% of the portfolio and ranks #1520 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in URA as recently as Q2 2025.

EP Wealth Advisors first reported a position in URA in Q2 2025 and has held it in 2 quarters since. 534 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • EP Wealth Advisors held 4,395 shares of Global X Uranium ETF worth $192K as of Q2 2026.
  • Global X Uranium ETF was a new EP Wealth Advisors position in Q2 2026.
  • Global X Uranium ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1520 holding.
  • EP Wealth Advisors first reported a position in Global X Uranium ETF in Q2 2025 and has held it in 2 quarters since.
  • 534 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.