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LRI Investments’s Global X Uranium ETF URA Stock Holding History

LRI Investments’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 		$336K Hold
7,700
– – 0.03% 238
2026
Q1 		$373K Buy
7,700
+7,500
+3,750% +$390K 0.03% 211
2025
Q4 		$8.55K Hold
200
– – ﹤0.01% 916
2025
Q3 		$9.53K Hold
200
– – ﹤0.01% 886
2025
Q2 		$7.76K Hold
200
– – ﹤0.01% 905
2025
Q1 		$4.58K Hold
200
– – ﹤0.01% 969
2024
Q4 		$5.36K Buy
+200
New +$6.12K ﹤0.01% 911

Other funds holding URA

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

LRI Investments's URA Position: Q2 2026 in Review

LRI Investments held its Global X Uranium ETF (URA) position steady in Q2 2026 at 7,700 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #238.

LRI Investments first reported a position in URA in Q4 2024 and has held it in 7 quarters since. The position peaked at $373K in Q1 2026. 208 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • LRI Investments held 7,700 shares of Global X Uranium ETF worth $336K as of Q2 2026.
  • LRI Investments left its Global X Uranium ETF share count unchanged in Q2 2026.
  • Global X Uranium ETF made up 0.03% of LRI Investments's portfolio in Q2 2026, its #238 holding.
  • LRI Investments first reported a position in Global X Uranium ETF in Q4 2024 and has held it in 7 quarters since.
  • LRI Investments's Global X Uranium ETF position peaked at $373K in Q1 2026.
  • 208 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.