Navis Wealth Advisors’s Global X Uranium ETF URA Stock Holding History

Navis Wealth 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
2026 Q1	$605K	Hold	12,500	–	–	0.31%	81
2025 Q4	$534K	Hold	12,500	–	–	0.23%	96
2025 Q3	$596K	Hold	12,500	–	–	0.45%	49
2025 Q2	$485K	Buy	+12,500	New	+$363K	0.41%	52

Other funds holding URA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

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

Navis Wealth Advisors's URA Position: Q1 2026 in Review

Navis Wealth Advisors held its Global X Uranium ETF (URA) position steady in Q1 2026 at 12,500 shares worth $605K. The position accounts for 0.31% of the portfolio, ranked #81.

Navis Wealth Advisors first reported a position in URA in Q2 2025 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold URA as of Q1 2026.

Navis Wealth Advisors held 12,500 shares of Global X Uranium ETF worth $605K as of Q1 2026.
Navis Wealth Advisors left its Global X Uranium ETF share count unchanged in Q1 2026.
Global X Uranium ETF made up 0.31% of Navis Wealth Advisors's portfolio in Q1 2026, its #81 holding.
Navis Wealth Advisors first reported a position in Global X Uranium ETF in Q2 2025 and has held it in 4 quarters since.
522 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.