Great Valley Advisor Group’s Global X Uranium ETF URA Stock Holding History

Great Valley Advisor Group’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 Q3	$1.71M	Sell	42,954 -18,308	-30%	-$785K	0.02%	479
2026 Q2	$2.68M	Buy	61,262 +1,054	+2%	+$53.4K	0.04%	336
2026 Q1	$2.92M	Buy	60,208 +30,428	+102%	+$1.58M	0.05%	303
2025 Q4	$1.27M	Buy	29,780 +4,058	+16%	+$196K	0.02%	434
2025 Q3	$1.23M	Buy	25,722 +3,080	+14%	+$127K	0.02%	435
2025 Q2	$879K	Sell	22,642 -2,010	-8%	-$58.3K	0.02%	479
2025 Q1	$565K	Buy	24,652 +1,250	+5%	+$33.3K	0.01%	564
2024 Q4	$627K	Sell	23,402 -981	-4%	-$30K	0.01%	534
2024 Q3	$697K	Buy	24,383 +974	+4%	+$26.2K	0.02%	491
2024 Q2	$677K	Buy	23,409 +4,888	+26%	+$149K	0.02%	461
2024 Q1	$534K	Buy	+18,521	New	+$536K	0.02%	482
2022 Q4	–	Sell	-10,113	Closed	-$200K	–	739
2022 Q3	$200K	Buy	+10,113	New	+$211K	0.01%	632

Other funds holding URA

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Great Valley Advisor Group's URA Position: Q3 2026 in Review

Great Valley Advisor Group reduced its Global X Uranium ETF (URA) stake by 30% in Q3 2026, selling an estimated $785K and leaving 42,954 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #479.

Great Valley Advisor Group first reported a position in URA in Q3 2022 and has held it in 12 quarters since. The position peaked at $2.92M in Q1 2026. 326 funds tracked by Wall St. Rank hold URA as of Q3 2026.

Great Valley Advisor Group held 42,954 shares of Global X Uranium ETF worth $1.71M as of Q3 2026.
Great Valley Advisor Group sold 18,308 Global X Uranium ETF shares in Q3 2026, an estimated $785K.
Global X Uranium ETF made up 0.02% of Great Valley Advisor Group's portfolio in Q3 2026, its #479 holding.
Great Valley Advisor Group first reported a position in Global X Uranium ETF in Q3 2022 and has held it in 12 quarters since.
Great Valley Advisor Group's Global X Uranium ETF position peaked at $2.92M in Q1 2026.
326 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.