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Lake Street Advisors Group’s Global X Uranium ETF URA Stock Holding History

Lake Street Advisors 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
2024
Q4 		$2.2M Hold
79,932
– – 0.1% 123
2024
Q3 		$2.29M Buy
79,932
+65,624
+459% +$1.76M 0.11% 109
2024
Q2 		$415K Hold
14,308
– – 0.02% 364
2024
Q1 		$413K Buy
14,308
+3,252
+29% +$94.1K 0.02% 373
2023
Q4 		$325K Buy
+11,056
New +$303K 0.02% 415

Other funds holding URA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lake Street Advisors Group's URA Position: Q4 2024 in Review

Lake Street Advisors Group held its Global X Uranium ETF (URA) position steady in Q4 2024 at 79,932 shares worth $2.2M. The position accounts for 0.1% of the portfolio, ranked #123.

Lake Street Advisors Group first reported a position in URA in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.29M in Q3 2024. 371 funds tracked by Wall St. Rank hold URA as of Q4 2024.

  • Lake Street Advisors Group held 79,932 shares of Global X Uranium ETF worth $2.2M as of Q4 2024.
  • Lake Street Advisors Group left its Global X Uranium ETF share count unchanged in Q4 2024.
  • Global X Uranium ETF made up 0.1% of Lake Street Advisors Group's portfolio in Q4 2024, its #123 holding.
  • Lake Street Advisors Group first reported a position in Global X Uranium ETF in Q4 2023 and has held it in 5 quarters since.
  • Lake Street Advisors Group's Global X Uranium ETF position peaked at $2.29M in Q3 2024.
  • 371 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.