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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Great Valley Advisor Group's URA Position: Q1 2026 in Review

Great Valley Advisor Group increased its Global X Uranium ETF (URA) stake by 102% in Q1 2026, buying an estimated $1.58M and bringing the position to 60,208 shares worth $2.92M. The position accounts for 0.05% of the portfolio, ranked #303.

Great Valley Advisor Group first reported a position in URA in Q3 2022 and has held it in 10 quarters since. 522 funds tracked by Wall St. Rank hold URA as of Q1 2026.

  • Great Valley Advisor Group held 60,208 shares of Global X Uranium ETF worth $2.92M as of Q1 2026.
  • Great Valley Advisor Group bought 30,428 Global X Uranium ETF shares in Q1 2026, an estimated $1.58M.
  • Global X Uranium ETF made up 0.05% of Great Valley Advisor Group's portfolio in Q1 2026, its #303 holding.
  • Great Valley Advisor Group first reported a position in Global X Uranium ETF in Q3 2022 and has held it in 10 quarters since.
  • 522 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.