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
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

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.32B AUM 27.83% 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 $666B AUM 30.12% 1-Year Est. Return

Creative Planning's URNM Position: Q1 2026 in Review

Creative Planning opened a new position in Sprott Uranium Miners ETF (URNM) in Q1 2026: 3,462 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #3668 among its holdings. This is a return to the name: Creative Planning previously reported a position in URNM as recently as Q2 2025.

Creative Planning first reported a position in URNM in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.08M in Q3 2024. 237 funds tracked by Wall St. Rank hold URNM as of Q1 2026.

  • Creative Planning held 3,462 shares of Sprott Uranium Miners ETF worth $219K as of Q1 2026.
  • Sprott Uranium Miners ETF was a new Creative Planning position in Q1 2026.
  • Sprott Uranium Miners ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3668 holding.
  • Creative Planning first reported a position in Sprott Uranium Miners ETF in Q3 2022 and has held it in 13 quarters since.
  • Creative Planning's Sprott Uranium Miners ETF position peaked at $1.08M in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.