IFP Advisors’s Ur-Energy URG Stock Holding History

IFP Advisors’s Portfolio URG Stock Details URG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.9K	Hold	14,000	–	–	﹤0.01%	2756
2025 Q4	$19.5K	Buy	14,000 +7,982	+133%	+$11.8K	﹤0.01%	2738
2025 Q3	$10.8K	Hold	6,018	–	–	﹤0.01%	2868
2025 Q2	$6.32K	Buy	6,018 +5,970	+12,438%	+$4.77K	﹤0.01%	3207
2025 Q1	$32	Hold	48	–	–	﹤0.01%	4104
2024 Q4	$55	Buy	+48	New	+$59	﹤0.01%	4234
2019 Q4	–	Sell	-24,500	Closed	-$15K	–	3125
2019 Q3	$15K	Buy	+24,500	New	+$15.5K	﹤0.01%	1893
2019 Q1	$1K	Hold	1,500	–	–	﹤0.01%	2269
2018 Q4	$1K	Hold	1,500	–	–	﹤0.01%	3394
2018 Q3	$1K	Buy	+1,500	New	+$1.14K	﹤0.01%	3730
2017 Q4	–	Sell	-6,130	Closed	-$4K	–	4103
2017 Q3	$4K	Hold	6,130	–	–	﹤0.01%	3545
2017 Q2	$4K	Buy	6,130 +1,130	+23%	+$663	﹤0.01%	3541
2017 Q1	$3K	Hold	5,000	–	–	﹤0.01%	3566
2016 Q4	$3K	Buy	+5,000	New	+$2.41K	﹤0.01%	3550
2016 Q2	–	Sell	-1,500	Closed	-$1K	–	4080
2016 Q1	$1K	Buy	+1,500	New	+$808	﹤0.01%	2253

Other funds holding URG

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ACM

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IFP Advisors's URG Position: Q1 2026 in Review

IFP Advisors held its Ur-Energy (URG) position steady in Q1 2026 at 14,000 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2756.

IFP Advisors first reported a position in URG in Q1 2016 and has held it in 15 quarters since. 156 funds tracked by Wall St. Rank hold URG as of Q1 2026.

IFP Advisors held 14,000 shares of Ur-Energy worth $20.9K as of Q1 2026.
IFP Advisors left its Ur-Energy share count unchanged in Q1 2026.
Ur-Energy made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2756 holding.
IFP Advisors first reported a position in Ur-Energy in Q1 2016 and has held it in 15 quarters since.
156 funds tracked by Wall St. Rank held Ur-Energy as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.