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Sheaff Brock Investment Advisors’s Global X Uranium ETF URA Stock Holding History

Sheaff Brock 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
2025
Q1 		$202K Buy
8,810
+200
+2% +$5.32K 0.02% 398
2024
Q4 		$231K Hold
8,610
– – 0.02% 379
2024
Q3 		$246K Hold
8,610
– – 0.02% 360
2024
Q2 		$249K Hold
8,610
– – 0.02% 347
2024
Q1 		$248K Hold
8,610
– – 0.02% 398
2023
Q4 		$238K Buy
+8,610
New +$236K 0.02% 384

Other funds holding URA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Sheaff Brock Investment Advisors's URA Position: Q1 2025 in Review

Sheaff Brock Investment Advisors increased its Global X Uranium ETF (URA) stake by 2.3% in Q1 2025, buying an estimated $5.32K and bringing the position to 8,810 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #398.

Sheaff Brock Investment Advisors first reported a position in URA in Q4 2023 and has held it in 6 quarters since. The position peaked at $249K in Q2 2024. 351 funds tracked by Wall St. Rank hold URA as of Q1 2025.

  • Sheaff Brock Investment Advisors held 8,810 shares of Global X Uranium ETF worth $202K as of Q1 2025.
  • Sheaff Brock Investment Advisors bought 200 Global X Uranium ETF shares in Q1 2025, an estimated $5.32K.
  • Global X Uranium ETF made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #398 holding.
  • Sheaff Brock Investment Advisors first reported a position in Global X Uranium ETF in Q4 2023 and has held it in 6 quarters since.
  • Sheaff Brock Investment Advisors's Global X Uranium ETF position peaked at $249K in Q2 2024.
  • 351 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.