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 Q3	$1.3M	Hold	100,000	–	–	0.01%	230
2026 Q2	$4.37M	Sell	100,000 -1,940,450	-95%	-$98.3M	0.03%	147
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

GenTrust Miami, Florida $2.65B AUM 11.42% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capitolis Liquid Global Markets New York $22.4B AUM 40.52% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return

Phoenix Financial's URA Position: Q3 2026 in Review

Phoenix Financial held its Global X Uranium ETF (URA) position steady in Q3 2026 at 100,000 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #230.

Phoenix Financial first reported a position in URA in Q4 2022 and has held it in 8 quarters since. The position peaked at $98.8M in Q1 2026. 455 funds tracked by Wall St. Rank hold URA as of Q3 2026.

Phoenix Financial held 100,000 shares of Global X Uranium ETF worth $1.3M as of Q3 2026.
Phoenix Financial left its Global X Uranium ETF share count unchanged in Q3 2026.
Global X Uranium ETF made up 0.01% of Phoenix Financial's portfolio in Q3 2026, its #230 holding.
Phoenix Financial first reported a position in Global X Uranium ETF in Q4 2022 and has held it in 8 quarters since.
Phoenix Financial's Global X Uranium ETF position peaked at $98.8M in Q1 2026.
455 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.