IWC
UUUU icon

Integrated Wealth Concepts’s Energy Fuels UUUU Stock Holding History

Integrated Wealth Concepts’s Portfolio UUUU Stock Details UUUU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18,191
Closed -$105K – 2101
2025
Q2 		$105K Buy
18,191
+1,518
+9% +$7.28K ﹤0.01% 1825
2025
Q1 		$62.2K Buy
16,673
+459
+3% +$2.2K ﹤0.01% 1697
2024
Q4 		$83.2K Sell
16,214
-4,306
-21% -$26.6K ﹤0.01% 1663
2024
Q3 		$113K Sell
20,520
-15,896
-44% -$82.7K ﹤0.01% 1604
2024
Q2 		$221K Sell
36,416
-21,729
-37% -$133K ﹤0.01% 1478
2024
Q1 		$366K Buy
+58,145
New +$392K 0.01% 1205

Other funds holding UUUU

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Integrated Wealth Concepts's UUUU Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Energy Fuels (UUUU) in Q3 2025, closing a stake of 18,191 shares — an estimated $105K sold.

Integrated Wealth Concepts first reported a position in UUUU in Q1 2024 and held it in 6 quarters. The position peaked at $366K in Q1 2024. 306 funds tracked by Wall St. Rank hold UUUU as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining Energy Fuels position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 18,191 Energy Fuels shares in Q3 2025, an estimated $105K.
  • Integrated Wealth Concepts first reported a position in Energy Fuels in Q1 2024 and held it in 6 quarters.
  • Integrated Wealth Concepts's Energy Fuels position peaked at $366K in Q1 2024.
  • 306 funds tracked by Wall St. Rank held Energy Fuels as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.