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Legend Financial Advisors’s Sprott Uranium Miners ETF URNM Stock Holding History

Legend Financial 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
Q1 		– Sell
-242
Closed -$9.76K – 239
2024
Q4 		$9.76K Buy
+242
New +$11.3K 0.01% 116
2024
Q3 		– Sell
-242
Closed -$11.9K – 268
2024
Q2 		$11.9K Buy
+242
New +$12.8K 0.01% 135

Other funds holding URNM

Morgan Stanley
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CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KC
Kadensa Capital Central, Hong Kong $718M AUM 38.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $1.72B AUM 91.26% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Legend Financial Advisors's URNM Position: Q1 2025 in Review

Legend Financial Advisors sold out of Sprott Uranium Miners ETF (URNM) in Q1 2025, closing a stake of 242 shares — an estimated $9.76K sold.

Legend Financial Advisors first reported a position in URNM in Q2 2024 and held it in 2 quarters. The position peaked at $11.9K in Q2 2024. 160 funds tracked by Wall St. Rank hold URNM as of Q1 2025.

  • Legend Financial Advisors reported no remaining Sprott Uranium Miners ETF position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 242 Sprott Uranium Miners ETF shares in Q1 2025, an estimated $9.76K.
  • Legend Financial Advisors first reported a position in Sprott Uranium Miners ETF in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's Sprott Uranium Miners ETF position peaked at $11.9K in Q2 2024.
  • 160 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.