Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Sprott Uranium Miners ETF URNM Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$8.46K Buy
+134
New +$9.15K ﹤0.01% 4838
2025
Q4 		– Sell
-22
Closed -$1K – 5657
2025
Q3 		$1K Hold
22
– – ﹤0.01% 5201
2025
Q2 		$1K Buy
+22
New +$835 ﹤0.01% 5083
2025
Q1 		– Sell
-200
Closed -$8K – 5214
2024
Q4 		$8K Hold
200
– – ﹤0.01% 4018
2024
Q3 		$9K Sell
200
-104
-34% -$4.57K ﹤0.01% 3859
2024
Q2 		$15K Buy
+304
New +$16.1K ﹤0.01% 3318

Other funds holding URNM

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 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 $104B AUM 28.3% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.54B AUM 27.61% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s URNM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Sprott Uranium Miners ETF (URNM) in Q1 2026: 134 shares worth $8.46K. The stake represents ﹤0.01% of the portfolio and ranks #4838 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in URNM as recently as Q3 2025.

Carson Wealth (CWM LLC) first reported a position in URNM in Q2 2024 and has held it in 6 quarters since. The position peaked at $15K in Q2 2024. 239 funds tracked by Wall St. Rank hold URNM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 134 shares of Sprott Uranium Miners ETF worth $8.46K as of Q1 2026.
  • Sprott Uranium Miners ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • Sprott Uranium Miners ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4838 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sprott Uranium Miners ETF in Q2 2024 and has held it in 6 quarters since.
  • Carson Wealth (CWM LLC)'s Sprott Uranium Miners ETF position peaked at $15K in Q2 2024.
  • 239 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.