BerganKDV Wealth Management’s Sprott Uranium Miners ETF URNM Stock Holding History

BerganKDV Wealth Management’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 Q2	$10.1K	Hold	300	–	–	﹤0.01%	552
2023 Q1	$9.41K	Hold	300	–	–	﹤0.01%	613
2022 Q4	$9.52K	Hold	300	–	–	﹤0.01%	582
2022 Q3	$10K	Hold	300	–	–	﹤0.01%	579
2022 Q2	$9K	Buy	+300	New	+$10.6K	﹤0.01%	613

Other funds holding URNM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

SAM

Silphium Asset Management London, United Kingdom $264M AUM 19.59% 1-Year Est. Return

BerganKDV Wealth Management's URNM Position: Q2 2023 in Review

BerganKDV Wealth Management held its Sprott Uranium Miners ETF (URNM) position steady in Q2 2023 at 300 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

BerganKDV Wealth Management first reported a position in URNM in Q2 2022 and has held it in 5 quarters since. 111 funds tracked by Wall St. Rank hold URNM as of Q2 2023.

BerganKDV Wealth Management held 300 shares of Sprott Uranium Miners ETF worth $10.1K as of Q2 2023.
BerganKDV Wealth Management left its Sprott Uranium Miners ETF share count unchanged in Q2 2023.
Sprott Uranium Miners ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #552 holding.
BerganKDV Wealth Management first reported a position in Sprott Uranium Miners ETF in Q2 2022 and has held it in 5 quarters since.
111 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.