IFG
URA icon

Independent Financial Group’s Global X Uranium ETF URA Stock Holding History

Independent Financial 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
Q2 		$1.35M Buy
30,860
+1,817
+6% +$92K 0.03% 580
2026
Q1 		$1.41M Buy
29,043
+8,415
+41% +$438K 0.03% 515
2025
Q4 		$881K Buy
20,628
+4,531
+28% +$219K 0.02% 668
2025
Q3 		$767K Buy
16,097
+6,810
+73% +$281K 0.02% 688
2025
Q2 		$360K Sell
9,287
-13,028
-58% -$378K 0.01% 932
2025
Q1 		$511K Buy
22,315
+12,986
+139% +$346K 0.02% 701
2024
Q4 		$250K Buy
+9,329
New +$285K 0.01% 970
2024
Q3 		– Sell
-28,425
Closed -$823K – 1200
2024
Q2 		$823K Buy
+28,425
New +$866K 0.03% 456
2023
Q3 		– Sell
-27,211
Closed -$590K – 958
2023
Q2 		$590K Hold
27,211
– – 0.04% 441
2023
Q1 		$542K Sell
27,211
-4,275
-14% -$90.4K 0.04% 434
2022
Q4 		$632K Sell
31,486
-10,271
-25% -$208K 0.05% 365
2022
Q3 		$828K Buy
41,757
+474
+1% +$9.9K 0.08% 265
2022
Q2 		$766K Buy
41,283
+21,813
+112% +$491K 0.08% 281
2022
Q1 		$509K Buy
19,470
+1,617
+9% +$37.5K 0.04% 427
2021
Q4 		$407K Buy
+17,853
New +$471K 0.03% 482

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

Independent Financial Group's URA Position: Q2 2026 in Review

Independent Financial Group increased its Global X Uranium ETF (URA) stake by 6.3% in Q2 2026, buying an estimated $92K and bringing the position to 30,860 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #580.

Independent Financial Group first reported a position in URA in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.41M in Q1 2026. 528 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • Independent Financial Group held 30,860 shares of Global X Uranium ETF worth $1.35M as of Q2 2026.
  • Independent Financial Group bought 1,817 Global X Uranium ETF shares in Q2 2026, an estimated $92K.
  • Global X Uranium ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #580 holding.
  • Independent Financial Group first reported a position in Global X Uranium ETF in Q4 2021 and has held it in 15 quarters since.
  • Independent Financial Group's Global X Uranium ETF position peaked at $1.41M in Q1 2026.
  • 528 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.