LVW Advisors’s Global X Uranium ETF URA Stock Holding History

LVW Advisors’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 Q4	–	Sell	-4,534	Closed	-$216K	–	370
2025 Q3	$216K	Buy	+4,534	New	+$187K	0.02%	329

Other funds holding URA

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LVW Advisors's URA Position: Q4 2025 in Review

LVW Advisors sold out of Global X Uranium ETF (URA) in Q4 2025, closing a stake of 4,534 shares — an estimated $216K sold.

LVW Advisors first reported a position in URA in Q3 2025 and held it in 1 quarter. The position peaked at $216K in Q3 2025. 483 funds tracked by Wall St. Rank hold URA as of Q4 2025.

LVW Advisors reported no remaining Global X Uranium ETF position as of Q4 2025 after selling out during the quarter.
LVW Advisors sold 4,534 Global X Uranium ETF shares in Q4 2025, an estimated $216K.
LVW Advisors first reported a position in Global X Uranium ETF in Q3 2025 and held it in 1 quarter.
LVW Advisors's Global X Uranium ETF position peaked at $216K in Q3 2025.
483 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q4 2025.

Based on LVW Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.