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Heartwood Wealth Advisors’s Sprott Uranium Miners ETF URNM Stock Holding History

Heartwood Wealth 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
2025
Q4 		– Sell
-100
Closed -$6.04K – 569
2025
Q3 		$6.04K Buy
+100
New +$5.03K ﹤0.01% 408

Other funds holding URNM

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
TC
Torno Capital Cohasset, Massachusetts $3.47B AUM 37.88% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LHCM
Lloyd Harbor Capital Management Cold Spring Harbor, New York $97.2M AUM 60.58% 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
CWM
CIBC World Markets New York $20.8B AUM

Heartwood Wealth Advisors's URNM Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Sprott Uranium Miners ETF (URNM) in Q4 2025, closing a stake of 100 shares — an estimated $6.04K sold.

Heartwood Wealth Advisors first reported a position in URNM in Q3 2025 and held it in 1 quarter. The position peaked at $6.04K in Q3 2025. 217 funds tracked by Wall St. Rank hold URNM as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Sprott Uranium Miners ETF position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 100 Sprott Uranium Miners ETF shares in Q4 2025, an estimated $6.04K.
  • Heartwood Wealth Advisors first reported a position in Sprott Uranium Miners ETF in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Sprott Uranium Miners ETF position peaked at $6.04K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.