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

Evelyn Partners Investment Management’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
Q3 		– Sell
-525
Closed -$20.4K – 421
2025
Q2 		$20.4K Buy
+525
New +$15.2K ﹤0.01% 331

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JP Morgan Chase
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Royal Bank of Canada
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CI
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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Evelyn Partners Investment Management's URA Position: Q3 2025 in Review

Evelyn Partners Investment Management sold out of Global X Uranium ETF (URA) in Q3 2025, closing a stake of 525 shares — an estimated $20.4K sold.

Evelyn Partners Investment Management first reported a position in URA in Q2 2025 and held it in 1 quarter. The position peaked at $20.4K in Q2 2025. 449 funds tracked by Wall St. Rank hold URA as of Q3 2025.

  • Evelyn Partners Investment Management reported no remaining Global X Uranium ETF position as of Q3 2025 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 525 Global X Uranium ETF shares in Q3 2025, an estimated $20.4K.
  • Evelyn Partners Investment Management first reported a position in Global X Uranium ETF in Q2 2025 and held it in 1 quarter.
  • Evelyn Partners Investment Management's Global X Uranium ETF position peaked at $20.4K in Q2 2025.
  • 449 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2025.

Based on Evelyn Partners Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.