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Avion Wealth’s Energy Fuels UUUU Stock Holding History

Avion Wealth’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
2026
Q3 		$2K Sell
250
-200
-44% -$2.63K ﹤0.01% 1109
2026
Q2 		$6K Buy
450
+250
+125% +$4.59K ﹤0.01% 766
2026
Q1 		$3K Sell
200
-1,400
-88% -$29K ﹤0.01% 820
2025
Q4 		$23K Buy
+1,600
New +$27.2K ﹤0.01% 325

Other funds holding UUUU

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mindset Wealth Management
Mindset Wealth Management Indianapolis, Indiana $562M AUM 37.19% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Avion Wealth's UUUU Position: Q3 2026 in Review

Avion Wealth reduced its Energy Fuels (UUUU) stake by 44% in Q3 2026, selling an estimated $2.63K and leaving 250 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1109.

Avion Wealth first reported a position in UUUU in Q4 2025 and has held it in 4 quarters since. The position peaked at $23K in Q4 2025. 158 funds tracked by Wall St. Rank hold UUUU as of Q3 2026.

  • Avion Wealth held 250 shares of Energy Fuels worth $2K as of Q3 2026.
  • Avion Wealth sold 200 Energy Fuels shares in Q3 2026, an estimated $2.63K.
  • Energy Fuels made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1109 holding.
  • Avion Wealth first reported a position in Energy Fuels in Q4 2025 and has held it in 4 quarters since.
  • Avion Wealth's Energy Fuels position peaked at $23K in Q4 2025.
  • 158 funds tracked by Wall St. Rank held Energy Fuels as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.