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Patten & Patten’s Global X Uranium ETF URA Stock Holding History

Patten & Patten’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 		$456K Sell
10,445
-5
-0% -$253 0.02% 258
2026
Q1 		$506K Buy
10,450
+115
+1% +$5.99K 0.03% 237
2025
Q4 		$442K Buy
10,335
+1,415
+16% +$68.5K 0.03% 251
2025
Q3 		$425K Buy
+8,920
New +$368K 0.03% 257

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Patten & Patten's URA Position: Q2 2026 in Review

Patten & Patten reduced its Global X Uranium ETF (URA) stake by 0.05% in Q2 2026, selling an estimated $253 and leaving 10,445 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #258.

Patten & Patten first reported a position in URA in Q3 2025 and has held it in 4 quarters since. The position peaked at $506K in Q1 2026. 530 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • Patten & Patten held 10,445 shares of Global X Uranium ETF worth $456K as of Q2 2026.
  • Patten & Patten sold 5 Global X Uranium ETF shares in Q2 2026, an estimated $253.
  • Global X Uranium ETF made up 0.02% of Patten & Patten's portfolio in Q2 2026, its #258 holding.
  • Patten & Patten first reported a position in Global X Uranium ETF in Q3 2025 and has held it in 4 quarters since.
  • Patten & Patten's Global X Uranium ETF position peaked at $506K in Q1 2026.
  • 530 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.