Creative Planning
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Creative Planning’s Sprott Uranium Miners ETF URNM Stock Holding History

Creative Planning’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 		– Sell
-3,462
Closed -$219K – 4404
2026
Q1 		$219K Buy
+3,462
New +$237K ﹤0.01% 3668
2025
Q3 		– Sell
-14,702
Closed -$705K – 4019
2025
Q2 		$705K Sell
14,702
-949
-6% -$36K ﹤0.01% 2152
2025
Q1 		$508K Sell
15,651
-4,300
-22% -$163K ﹤0.01% 2273
2024
Q4 		$804K Sell
19,951
-3,504
-15% -$163K ﹤0.01% 1831
2024
Q3 		$1.08M Buy
23,455
+4,794
+26% +$211K ﹤0.01% 1462
2024
Q2 		$919K Buy
18,661
+9,005
+93% +$477K ﹤0.01% 1466
2024
Q1 		$476K Buy
9,656
+2,236
+30% +$114K ﹤0.01% 1889
2023
Q4 		$358K Sell
7,420
-12,874
-63% -$601K ﹤0.01% 1961
2023
Q3 		$957K Buy
20,294
+13,427
+196% +$506K ﹤0.01% 1181
2023
Q2 		$231K Sell
6,867
-3,881
-36% -$123K ﹤0.01% 2107
2023
Q1 		$337K Sell
10,748
-510
-5% -$17.1K ﹤0.01% 1726
2022
Q4 		$357K Buy
11,258
+1,232
+12% +$40.2K ﹤0.01% 1611
2022
Q3 		$326K Buy
+10,026
New +$338K ﹤0.01% 1602

Other funds holding URNM

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.54B AUM 27.61% 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
LHCM
Lloyd Harbor Capital Management Cold Spring Harbor, New York $97.2M AUM 60.58% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Creative Planning's URNM Position: Q2 2026 in Review

Creative Planning sold out of Sprott Uranium Miners ETF (URNM) in Q2 2026, closing a stake of 3,462 shares — an estimated $219K sold.

Creative Planning first reported a position in URNM in Q3 2022 and held it in 13 quarters. The position peaked at $1.08M in Q3 2024. 236 funds tracked by Wall St. Rank hold URNM as of Q2 2026.

  • Creative Planning reported no remaining Sprott Uranium Miners ETF position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 3,462 Sprott Uranium Miners ETF shares in Q2 2026, an estimated $219K.
  • Creative Planning first reported a position in Sprott Uranium Miners ETF in Q3 2022 and held it in 13 quarters.
  • Creative Planning's Sprott Uranium Miners ETF position peaked at $1.08M in Q3 2024.
  • 236 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.