Independent Wealth Network’s Uranium Energy UEC Stock Holding History

Independent Wealth Network’s Portfolio UEC Stock Details UEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$260K	Sell	24,435 -1,654	-6%	-$22.2K	0.07%	267
2026 Q1	$352K	Sell	26,089 -4,425	-15%	-$68.3K	0.1%	203
2025 Q4	$356K	Buy	30,514 +597	+2%	+$7.83K	0.11%	191
2025 Q3	$399K	Sell	29,917 -1,592	-5%	-$15.9K	0.13%	178
2025 Q2	$214K	Buy	31,509 +16	+0.1%	+$90	0.08%	238
2025 Q1	$151K	Sell	31,493 -2,060	-6%	-$12.9K	0.06%	237
2024 Q4	$224K	Hold	33,553	–	–	0.09%	207
2024 Q3	$208K	Buy	+33,553	New	+$182K	0.09%	208

Other funds holding UEC

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

APU

Acasta Partners UK London $189M AUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

TMC

Themes Management Co Greenwich, Connecticut $151M AUM

SIA

SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCM

Capstone Capital Management Hong Kong $224M AUM

Independent Wealth Network's UEC Position: Q2 2026 in Review

Independent Wealth Network reduced its Uranium Energy (UEC) stake by 6.3% in Q2 2026, selling an estimated $22.2K and leaving 24,435 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #267.

Independent Wealth Network first reported a position in UEC in Q3 2024 and has held it in 8 quarters since. The position peaked at $399K in Q3 2025. 64 funds tracked by Wall St. Rank hold UEC as of Q2 2026.

Independent Wealth Network held 24,435 shares of Uranium Energy worth $260K as of Q2 2026.
Independent Wealth Network sold 1,654 Uranium Energy shares in Q2 2026, an estimated $22.2K.
Uranium Energy made up 0.07% of Independent Wealth Network's portfolio in Q2 2026, its #267 holding.
Independent Wealth Network first reported a position in Uranium Energy in Q3 2024 and has held it in 8 quarters since.
Independent Wealth Network's Uranium Energy position peaked at $399K in Q3 2025.
64 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.