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Wellington Shields Capital Management’s Global X Uranium ETF URA Stock Holding History

Wellington Shields Capital Management’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 		$733K Buy
15,125
+2,425
+19% +$126K 0.11% 126
2025
Q4 		$543K Hold
12,700
– – 0.08% 146
2025
Q3 		$605K Sell
12,700
-3,000
-19% -$124K 0.09% 137
2025
Q2 		$609K Sell
15,700
-1,600
-9% -$46.4K 0.1% 136
2025
Q1 		$397K Sell
17,300
-166,250
-91% -$4.43M 0.07% 158
2024
Q4 		$1.46M Buy
183,550
+128,900
+236% +$3.94M 0.26% 77
2024
Q3 		$1.56M Sell
54,650
-2,450
-4% -$65.8K 0.27% 81
2024
Q2 		$1.65M Buy
57,100
+500
+0.9% +$15.2K 0.3% 70
2024
Q1 		$1.63M Buy
56,600
+17,750
+46% +$514K 0.31% 70
2023
Q4 		$1.08M Hold
38,850
– – 0.13% 103
2023
Q3 		$1.05M Sell
38,850
-19,943
-34% -$469K 0.14% 97
2023
Q2 		$1.28M Sell
58,793
-7,900
-12% -$162K 0.16% 88
2023
Q1 		$1.33M Buy
66,693
+5
+0% +$106 0.16% 81
2022
Q4 		$1.34M Sell
66,688
-15,750
-19% -$318K 0.16% 82
2022
Q3 		$1.63M Buy
82,438
+31,763
+63% +$663K 0.39% 63
2022
Q2 		$941K Sell
50,675
-83,570
-62% -$1.88M 0.12% 105
2022
Q1 		$1.4M Buy
134,245
+84,192
+168% +$1.95M 0.15% 93
2021
Q4 		$1.14M Buy
+50,053
New +$1.32M 0.15% 134
2021
Q3 		– Sell
-60,630
Closed -$1.28M – 295
2021
Q2 		$1.28M Sell
60,630
-103,914
-63% -$2.19M 0.16% 118
2021
Q1 		$3.1M Buy
+164,544
New +$2.86M 0.29% 70

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

Wellington Shields Capital Management's URA Position: Q1 2026 in Review

Wellington Shields Capital Management increased its Global X Uranium ETF (URA) stake by 19% in Q1 2026, buying an estimated $126K and bringing the position to 15,125 shares worth $733K. The position accounts for 0.11% of the portfolio, ranked #126.

Wellington Shields Capital Management first reported a position in URA in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.1M in Q1 2021. 522 funds tracked by Wall St. Rank hold URA as of Q1 2026.

  • Wellington Shields Capital Management held 15,125 shares of Global X Uranium ETF worth $733K as of Q1 2026.
  • Wellington Shields Capital Management bought 2,425 Global X Uranium ETF shares in Q1 2026, an estimated $126K.
  • Global X Uranium ETF made up 0.11% of Wellington Shields Capital Management's portfolio in Q1 2026, its #126 holding.
  • Wellington Shields Capital Management first reported a position in Global X Uranium ETF in Q1 2021 and has held it in 20 quarters since.
  • Wellington Shields Capital Management's Global X Uranium ETF position peaked at $3.1M in Q1 2021.
  • 522 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.