Evelyn Partners Investment Management Services’s Global X Uranium ETF URA Stock Holding History

Evelyn Partners Investment Management Services’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	$1.67M	Buy	34,423 +1,254	+4%	+$65.3K	0.2%	76
2025 Q4	$1.42M	Buy	33,169 +5,342	+19%	+$258K	0.18%	76
2025 Q3	$1.33M	Sell	27,827 -675	-2%	-$27.8K	0.18%	75
2025 Q2	$1.11M	Buy	28,502 +2,499	+10%	+$72.5K	0.17%	78
2025 Q1	$596K	Buy	26,003 +25,375	+4,041%	+$676K	0.1%	92
2024 Q4	$16.8K	Buy	+628	New	+$19.2K	﹤0.01%	216

Other funds holding URA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Evelyn Partners Investment Management Services's URA Position: Q1 2026 in Review

Evelyn Partners Investment Management Services increased its Global X Uranium ETF (URA) stake by 3.8% in Q1 2026, buying an estimated $65.3K and bringing the position to 34,423 shares worth $1.67M. The position accounts for 0.2% of the portfolio, ranked #76.

Evelyn Partners Investment Management Services first reported a position in URA in Q4 2024 and has held it in 6 quarters since. 522 funds tracked by Wall St. Rank hold URA as of Q1 2026.

Evelyn Partners Investment Management Services held 34,423 shares of Global X Uranium ETF worth $1.67M as of Q1 2026.
Evelyn Partners Investment Management Services bought 1,254 Global X Uranium ETF shares in Q1 2026, an estimated $65.3K.
Global X Uranium ETF made up 0.2% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #76 holding.
Evelyn Partners Investment Management Services first reported a position in Global X Uranium ETF in Q4 2024 and has held it in 6 quarters since.
522 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.