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Avid Wealth Partners’s Sprott Uranium Miners ETF URNM Stock Holding History

Avid Wealth Partners’s Portfolio URNM Stock Details URNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$286K Buy
5,437
+1,738
+47% +$107K 0.14% 63
2026
Q1 		$234K Sell
3,699
-196
-5% -$13.4K 0.11% 65
2025
Q4 		$214K Buy
+3,895
New +$225K 0.1% 60
2025
Q2 		– Sell
-30,665
Closed -$995K – 60
2025
Q1 		$995K Buy
30,665
+20,272
+195% +$770K 0.67% 23
2024
Q4 		$419K Sell
10,393
-1,788
-15% -$83.3K 0.3% 33
2024
Q3 		$559K Buy
+12,181
New +$535K 0.4% 27

Other funds holding URNM

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.54B AUM 27.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LHCM
Lloyd Harbor Capital Management Cold Spring Harbor, New York $97.2M AUM 60.58% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Avid Wealth Partners's URNM Position: Q2 2026 in Review

Avid Wealth Partners increased its Sprott Uranium Miners ETF (URNM) stake by 47% in Q2 2026, buying an estimated $107K and bringing the position to 5,437 shares worth $286K. The position accounts for 0.14% of the portfolio, ranked #63.

Avid Wealth Partners first reported a position in URNM in Q3 2024 and has held it in 6 quarters since. The position peaked at $995K in Q1 2025. 233 funds tracked by Wall St. Rank hold URNM as of Q2 2026.

  • Avid Wealth Partners held 5,437 shares of Sprott Uranium Miners ETF worth $286K as of Q2 2026.
  • Avid Wealth Partners bought 1,738 Sprott Uranium Miners ETF shares in Q2 2026, an estimated $107K.
  • Sprott Uranium Miners ETF made up 0.14% of Avid Wealth Partners's portfolio in Q2 2026, its #63 holding.
  • Avid Wealth Partners first reported a position in Sprott Uranium Miners ETF in Q3 2024 and has held it in 6 quarters since.
  • Avid Wealth Partners's Sprott Uranium Miners ETF position peaked at $995K in Q1 2025.
  • 233 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.