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Pettinga Financial Advisors’s Global X Uranium ETF URA Stock Holding History

Pettinga Financial 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 		$783K Buy
17,909
+1,950
+12% +$98.8K 0.13% 87
2026
Q1 		$773K Sell
15,959
-520
-3% -$27.1K 0.15% 84
2025
Q4 		$704K Sell
16,479
-2,955
-15% -$143K 0.13% 82
2025
Q3 		$926K Sell
19,434
-875
-4% -$36.1K 0.18% 71
2025
Q2 		$788K Sell
20,309
-450
-2% -$13.1K 0.17% 71
2025
Q1 		$476K Buy
20,759
+828
+4% +$22K 0.11% 80
2024
Q4 		$534K Buy
19,931
+1,775
+10% +$54.3K 0.12% 80
2024
Q3 		$519K Buy
18,156
+2,163
+14% +$58.1K 0.12% 77
2024
Q2 		$463K Buy
15,993
+250
+2% +$7.62K 0.12% 77
2024
Q1 		$454K Sell
15,743
-1,444
-8% -$41.8K 0.12% 81
2023
Q4 		$476K Sell
17,187
-2,250
-12% -$61.7K 0.13% 80
2023
Q3 		$526K Sell
19,437
-950
-5% -$22.3K 0.16% 58
2023
Q2 		$442K Sell
20,387
-50
-0.2% -$1.02K 0.13% 67
2023
Q1 		$407K Buy
20,437
+350
+2% +$7.4K 0.13% 71
2022
Q4 		$403K Sell
20,087
-4,485
-18% -$90.7K 0.13% 72
2022
Q3 		$487K Buy
24,572
+501
+2% +$10.5K 0.17% 64
2022
Q2 		$447K Buy
24,071
+2,300
+11% +$51.8K 0.13% 71
2022
Q1 		$570K Buy
21,771
+7,106
+48% +$165K 0.14% 68
2021
Q4 		$335K Buy
14,665
+3,375
+30% +$89.1K 0.08% 85
2021
Q3 		$269K Buy
+11,290
New +$240K 0.07% 90

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

Pettinga Financial Advisors's URA Position: Q2 2026 in Review

Pettinga Financial Advisors increased its Global X Uranium ETF (URA) stake by 12% in Q2 2026, buying an estimated $98.8K and bringing the position to 17,909 shares worth $783K. The position accounts for 0.13% of the portfolio, ranked #87.

Pettinga Financial Advisors first reported a position in URA in Q3 2021 and has held it in 20 quarters since. The position peaked at $926K in Q3 2025. 534 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • Pettinga Financial Advisors held 17,909 shares of Global X Uranium ETF worth $783K as of Q2 2026.
  • Pettinga Financial Advisors bought 1,950 Global X Uranium ETF shares in Q2 2026, an estimated $98.8K.
  • Global X Uranium ETF made up 0.13% of Pettinga Financial Advisors's portfolio in Q2 2026, its #87 holding.
  • Pettinga Financial Advisors first reported a position in Global X Uranium ETF in Q3 2021 and has held it in 20 quarters since.
  • Pettinga Financial Advisors's Global X Uranium ETF position peaked at $926K in Q3 2025.
  • 534 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.