Avantax Advisory Services’s Energy Fuels UUUU Stock Holding History

Avantax Advisory Services’s Portfolio UUUU Stock Details UUUU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$144K	Buy	+25,119	New	+$121K	﹤0.01%	2252
2024 Q2	–	Sell	-23,676	Closed	-$149K	–	2138
2024 Q1	$149K	Sell	23,676 -15,950	-40%	-$107K	﹤0.01%	1574
2023 Q4	$285K	Buy	39,626 +17,181	+77%	+$133K	﹤0.01%	1265
2023 Q3	$184K	Buy	+22,445	New	+$154K	﹤0.01%	1442

Other funds holding UUUU

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Avantax Advisory Services's UUUU Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Energy Fuels (UUUU) in Q2 2025: 25,119 shares worth $144K. The stake represents ﹤0.01% of the portfolio and ranks #2252 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in UUUU as recently as Q1 2024.

Avantax Advisory Services first reported a position in UUUU in Q3 2023 and has held it in 4 quarters since. The position peaked at $285K in Q4 2023. 242 funds tracked by Wall St. Rank hold UUUU as of Q2 2025.

Avantax Advisory Services held 25,119 shares of Energy Fuels worth $144K as of Q2 2025.
Energy Fuels was a new Avantax Advisory Services position in Q2 2025.
Energy Fuels made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2252 holding.
Avantax Advisory Services first reported a position in Energy Fuels in Q3 2023 and has held it in 4 quarters since.
Avantax Advisory Services's Energy Fuels position peaked at $285K in Q4 2023.
242 funds tracked by Wall St. Rank held Energy Fuels as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.