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

Summit 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
Q2 		$2.81M Buy
64,393
+3,789
+6% +$192K 0.03% 525
2026
Q1 		$2.94M Buy
60,604
+4,423
+8% +$230K 0.04% 467
2025
Q4 		$2.52M Buy
56,181
+586
+1% +$28.4K 0.04% 433
2025
Q3 		$2.65M Buy
55,595
+2,602
+5% +$107K 0.04% 410
2025
Q2 		$2.06M Buy
52,993
+621
+1% +$18K 0.05% 287
2025
Q1 		$1.2M Sell
52,372
-182
-0.3% -$4.84K 0.03% 336
2024
Q4 		$1.45M Buy
+52,554
New +$1.61M 0.05% 255

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

Summit Financial's URA Position: Q2 2026 in Review

Summit Financial increased its Global X Uranium ETF (URA) stake by 6.3% in Q2 2026, buying an estimated $192K and bringing the position to 64,393 shares worth $2.81M. The position accounts for 0.03% of the portfolio, ranked #525.

Summit Financial first reported a position in URA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.94M in Q1 2026. 529 funds tracked by Wall St. Rank hold URA as of Q2 2026.

  • Summit Financial held 64,393 shares of Global X Uranium ETF worth $2.81M as of Q2 2026.
  • Summit Financial bought 3,789 Global X Uranium ETF shares in Q2 2026, an estimated $192K.
  • Global X Uranium ETF made up 0.03% of Summit Financial's portfolio in Q2 2026, its #525 holding.
  • Summit Financial first reported a position in Global X Uranium ETF in Q4 2024 and has held it in 7 quarters since.
  • Summit Financial's Global X Uranium ETF position peaked at $2.94M in Q1 2026.
  • 529 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.