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Phoenix Financial’s Global X Uranium ETF URA Stock Holding History

Phoenix Financial’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 		$98.8M Sell
2,040,450
-2,554
-0.1% -$133K 0.94% 28
2025
Q4 		$90.5M Buy
+2,043,004
New +$98.8M 0.98% 27
2025
Q3 		– Sell
-5,783
Closed -$223K – 500
2025
Q2 		$223K Sell
5,783
-1,781,872
-100% -$51.7M ﹤0.01% 386
2025
Q1 		$41M Buy
+1,787,655
New +$47.6M 0.63% 35
2024
Q2 		– Sell
-2,906,000
Closed -$83.8M – 439
2024
Q1 		$83.8M Buy
+2,906,000
New +$84.1M 1.16% 27
2023
Q1 		– Sell
-3,474,000
Closed -$69.9M – 338
2022
Q4 		$69.9M Buy
+3,474,000
New +$70.2M 1.35% 22

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Phoenix Financial's URA Position: Q1 2026 in Review

Phoenix Financial reduced its Global X Uranium ETF (URA) stake by 0.13% in Q1 2026, selling an estimated $133K and leaving 2,040,450 shares worth $98.8M. The position accounts for 0.94% of the portfolio, ranked #28.

Phoenix Financial first reported a position in URA in Q4 2022 and has held it in 6 quarters since. 523 funds tracked by Wall St. Rank hold URA as of Q1 2026.

  • Phoenix Financial held 2,040,450 shares of Global X Uranium ETF worth $98.8M as of Q1 2026.
  • Phoenix Financial sold 2,554 Global X Uranium ETF shares in Q1 2026, an estimated $133K.
  • Global X Uranium ETF made up 0.94% of Phoenix Financial's portfolio in Q1 2026, its #28 holding.
  • Phoenix Financial first reported a position in Global X Uranium ETF in Q4 2022 and has held it in 6 quarters since.
  • 523 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.