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Avidian Wealth Enterprises’s Sprott Uranium Miners ETF URNM Stock Holding History

Avidian Wealth Enterprises’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
2023
Q1 		– Sell
-98,742
Closed -$3.13M – 507
2022
Q4 		$3.13M Sell
98,742
-21,860
-18% -$713K 0.2% 92
2022
Q3 		$3.92M Buy
120,602
+5,262
+5% +$177K 0.28% 64
2022
Q2 		$3.29M Buy
+115,340
New +$4.09M 0.23% 80

Other funds holding URNM

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SCU
Spinnaker Capital (UK) London England, United Kingdom $5.4M AUM 7.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Avidian Wealth Enterprises's URNM Position: Q1 2023 in Review

Avidian Wealth Enterprises sold out of Sprott Uranium Miners ETF (URNM) in Q1 2023, closing a stake of 98,742 shares — an estimated $3.13M sold.

Avidian Wealth Enterprises first reported a position in URNM in Q2 2022 and held it in 3 quarters. The position peaked at $3.92M in Q3 2022. 109 funds tracked by Wall St. Rank hold URNM as of Q1 2023.

  • Avidian Wealth Enterprises reported no remaining Sprott Uranium Miners ETF position as of Q1 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 98,742 Sprott Uranium Miners ETF shares in Q1 2023, an estimated $3.13M.
  • Avidian Wealth Enterprises first reported a position in Sprott Uranium Miners ETF in Q2 2022 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Sprott Uranium Miners ETF position peaked at $3.92M in Q3 2022.
  • 109 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q1 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2023, filed 8 May 2023.