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Lummis Asset Management’s Global X Uranium ETF URA Stock Holding History

Lummis Asset Management’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
2025
Q1 		– Sell
-100
Closed -$2.68K – 170
2024
Q4 		$2.68K Buy
+100
New +$3.06K ﹤0.01% 119
2024
Q3 		– Sell
-100
Closed -$2.9K – 155
2024
Q2 		$2.9K Hold
100
– – ﹤0.01% 124
2024
Q1 		$2.88K Buy
+100
New +$2.89K ﹤0.01% 126

Other funds holding URA

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Lummis Asset Management's URA Position: Q1 2025 in Review

Lummis Asset Management sold out of Global X Uranium ETF (URA) in Q1 2025, closing a stake of 100 shares — an estimated $2.68K sold.

Lummis Asset Management first reported a position in URA in Q1 2024 and held it in 3 quarters. The position peaked at $2.9K in Q2 2024. 351 funds tracked by Wall St. Rank hold URA as of Q1 2025.

  • Lummis Asset Management reported no remaining Global X Uranium ETF position as of Q1 2025 after selling out during the quarter.
  • Lummis Asset Management sold 100 Global X Uranium ETF shares in Q1 2025, an estimated $2.68K.
  • Lummis Asset Management first reported a position in Global X Uranium ETF in Q1 2024 and held it in 3 quarters.
  • Lummis Asset Management's Global X Uranium ETF position peaked at $2.9K in Q2 2024.
  • 351 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2025.

Based on Lummis Asset Management's 13F filing for Q1 2025, filed 15 May 2025.