Beaumont Financial Advisors’s Sprott Uranium Miners ETF URNM Stock Holding History

Beaumont Financial Advisors’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	$223K	Sell	4,249 -182	-4%	-$11.3K	0.01%	349
2026 Q1	$280K	Buy	4,431 +125	+3%	+$8.54K	0.02%	306
2025 Q4	$236K	Buy	4,306 +402	+10%	+$23.2K	0.02%	333
2025 Q3	$236K	Buy	+3,904	New	+$196K	0.02%	360
2024 Q4	–	Sell	-5,916	Closed	-$271K	–	379
2024 Q3	$271K	Sell	5,916 -600	-9%	-$26.4K	0.02%	288
2024 Q2	$321K	Buy	6,516 +171	+3%	+$9.05K	0.03%	264
2024 Q1	$313K	Buy	6,345 +305	+5%	+$15.6K	0.03%	272
2023 Q4	$292K	Buy	6,040 +1,250	+26%	+$58.4K	0.03%	270
2023 Q3	$226K	Buy	+4,790	New	+$180K	0.02%	291

Other funds holding URNM

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cumberland Partners Toronto, Ontario, Canada $1.54B AUM 27.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LHCM

Lloyd Harbor Capital Management Cold Spring Harbor, New York $97.2M AUM 60.58% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Beaumont Financial Advisors's URNM Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its Sprott Uranium Miners ETF (URNM) stake by 4.1% in Q2 2026, selling an estimated $11.3K and leaving 4,249 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #349.

Beaumont Financial Advisors first reported a position in URNM in Q3 2023 and has held it in 9 quarters since. The position peaked at $321K in Q2 2024. 237 funds tracked by Wall St. Rank hold URNM as of Q2 2026.

Beaumont Financial Advisors held 4,249 shares of Sprott Uranium Miners ETF worth $223K as of Q2 2026.
Beaumont Financial Advisors sold 182 Sprott Uranium Miners ETF shares in Q2 2026, an estimated $11.3K.
Sprott Uranium Miners ETF made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #349 holding.
Beaumont Financial Advisors first reported a position in Sprott Uranium Miners ETF in Q3 2023 and has held it in 9 quarters since.
Beaumont Financial Advisors's Sprott Uranium Miners ETF position peaked at $321K in Q2 2024.
237 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.