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Perennial Investment Advisors’s Global X Uranium ETF URA Stock Holding History

Perennial Investment 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
Q2 		$896K Buy
20,503
+603
+3% +$30.5K 0.06% 230
2026
Q1 		$964K Buy
19,900
+740
+4% +$38.5K 0.08% 197
2025
Q4 		$819K Buy
19,160
+1,830
+11% +$88.5K 0.06% 214
2025
Q3 		$826K Buy
17,330
+82
+0.5% +$3.38K 0.07% 205
2025
Q2 		$669K Buy
17,248
+5,352
+45% +$155K 0.06% 219
2025
Q1 		$273K Buy
11,896
+1,592
+15% +$42.4K 0.03% 336
2024
Q4 		$276K Buy
10,304
+1,494
+17% +$45.7K 0.03% 313
2024
Q3 		$252K Buy
+8,810
New +$237K 0.03% 318

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

Perennial Investment Advisors's URA Position: Q2 2026 in Review

Perennial Investment Advisors increased its Global X Uranium ETF (URA) stake by 3% in Q2 2026, buying an estimated $30.5K and bringing the position to 20,503 shares worth $896K. The position accounts for 0.06% of the portfolio, ranked #230.

Perennial Investment Advisors first reported a position in URA in Q3 2024 and has held it in 8 quarters since. The position peaked at $964K in Q1 2026. 533 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • Perennial Investment Advisors held 20,503 shares of Global X Uranium ETF worth $896K as of Q2 2026.
  • Perennial Investment Advisors bought 603 Global X Uranium ETF shares in Q2 2026, an estimated $30.5K.
  • Global X Uranium ETF made up 0.06% of Perennial Investment Advisors's portfolio in Q2 2026, its #230 holding.
  • Perennial Investment Advisors first reported a position in Global X Uranium ETF in Q3 2024 and has held it in 8 quarters since.
  • Perennial Investment Advisors's Global X Uranium ETF position peaked at $964K in Q1 2026.
  • 533 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.