PIA
URA icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Perennial Investment Advisors's URA Position: Q1 2026 in Review

Perennial Investment Advisors increased its Global X Uranium ETF (URA) stake by 3.9% in Q1 2026, buying an estimated $38.5K and bringing the position to 19,900 shares worth $964K. The position accounts for 0.08% of the portfolio, ranked #197.

Perennial Investment Advisors first reported a position in URA in Q3 2024 and has held it in 7 quarters since. 522 funds tracked by Wall St. Rank hold URA as of Q1 2026.

  • Perennial Investment Advisors held 19,900 shares of Global X Uranium ETF worth $964K as of Q1 2026.
  • Perennial Investment Advisors bought 740 Global X Uranium ETF shares in Q1 2026, an estimated $38.5K.
  • Global X Uranium ETF made up 0.08% of Perennial Investment Advisors's portfolio in Q1 2026, its #197 holding.
  • Perennial Investment Advisors first reported a position in Global X Uranium ETF in Q3 2024 and has held it in 7 quarters since.
  • 522 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2026.

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