Pinnacle Associates’s Global X Uranium ETF URA Stock Holding History

Pinnacle Associates’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	$516K	Hold	12,956	–	–	0.01%	667
2026 Q2	$566K	Sell	12,956 -1,272	-9%	-$64.4K	0.01%	664
2026 Q1	$689K	Hold	14,228	–	–	0.01%	592
2025 Q4	$608K	Buy	14,228 +1,648	+13%	+$79.7K	0.01%	610
2025 Q3	$600K	Hold	12,580	–	–	0.01%	608
2025 Q2	$488K	Hold	12,580	–	–	0.01%	635
2025 Q1	$288K	Buy	+12,580	New	+$335K	﹤0.01%	721

Other funds holding URA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $487M AUM 43.02% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Pinnacle Associates's URA Position: Q3 2026 in Review

Pinnacle Associates held its Global X Uranium ETF (URA) position steady in Q3 2026 at 12,956 shares worth $516K. The position accounts for 0.01% of the portfolio, ranked #667.

Pinnacle Associates first reported a position in URA in Q1 2025 and has held it in 7 quarters since. The position peaked at $689K in Q1 2026. 107 funds tracked by Wall St. Rank hold URA as of Q3 2026.

Pinnacle Associates held 12,956 shares of Global X Uranium ETF worth $516K as of Q3 2026.
Pinnacle Associates left its Global X Uranium ETF share count unchanged in Q3 2026.
Global X Uranium ETF made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #667 holding.
Pinnacle Associates first reported a position in Global X Uranium ETF in Q1 2025 and has held it in 7 quarters since.
Pinnacle Associates's Global X Uranium ETF position peaked at $689K in Q1 2026.
107 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.