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Waverly Advisors’s Global X Uranium ETF URA Stock Holding History

Waverly 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
2026
Q1 		$801K Buy
16,530
+4,046
+32% +$211K 0.01% 900
2025
Q4 		$533K Buy
12,484
+853
+7% +$41.3K ﹤0.01% 979
2025
Q3 		$554K Buy
11,631
+5,260
+83% +$217K 0.01% 818
2025
Q2 		$247K Buy
+6,371
New +$185K ﹤0.01% 1046

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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Waverly Advisors's URA Position: Q1 2026 in Review

Waverly Advisors increased its Global X Uranium ETF (URA) stake by 32% in Q1 2026, buying an estimated $211K and bringing the position to 16,530 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #900.

Waverly Advisors first reported a position in URA in Q2 2025 and has held it in 4 quarters since. 522 funds tracked by Wall St. Rank hold URA as of Q1 2026.

  • Waverly Advisors held 16,530 shares of Global X Uranium ETF worth $801K as of Q1 2026.
  • Waverly Advisors bought 4,046 Global X Uranium ETF shares in Q1 2026, an estimated $211K.
  • Global X Uranium ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #900 holding.
  • Waverly Advisors first reported a position in Global X Uranium ETF in Q2 2025 and has held it in 4 quarters since.
  • 522 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.