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 Q3	$15.3K	Buy	14,157 +157	+1%	+$205	﹤0.01%	3115
2026 Q2	$19K	Hold	14,000	–	–	﹤0.01%	3005
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

Azarias Capital Management Berwyn, Pennsylvania $168M AUM 10.75% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

Royal Palms Capital Whitefish, Montana $113M AUM 42.1% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

IFP Advisors's URG Position: Q3 2026 in Review

IFP Advisors increased its Ur-Energy (URG) stake by 1.1% in Q3 2026, buying an estimated $205 and bringing the position to 14,157 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3115.

IFP Advisors first reported a position in URG in Q1 2016 and has held it in 17 quarters since. The position peaked at $20.9K in Q1 2026. 23 funds tracked by Wall St. Rank hold URG as of Q3 2026.

IFP Advisors held 14,157 shares of Ur-Energy worth $15.3K as of Q3 2026.
IFP Advisors bought 157 Ur-Energy shares in Q3 2026, an estimated $205.
Ur-Energy made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3115 holding.
IFP Advisors first reported a position in Ur-Energy in Q1 2016 and has held it in 17 quarters since.
IFP Advisors's Ur-Energy position peaked at $20.9K in Q1 2026.
23 funds tracked by Wall St. Rank held Ur-Energy as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.