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Napa Wealth Management’s Sprott Uranium Miners ETF URNM Stock Holding History

Napa Wealth Management’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
Q2 		– Sell
-14,713
Closed -$477K – 184
2025
Q1 		$477K Buy
+14,713
New +$559K 0.27% 122

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $2.71B AUM 54.26% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Napa Wealth Management's URNM Position: Q2 2025 in Review

Napa Wealth Management sold out of Sprott Uranium Miners ETF (URNM) in Q2 2025, closing a stake of 14,713 shares — an estimated $477K sold.

Napa Wealth Management first reported a position in URNM in Q1 2025 and held it in 1 quarter. The position peaked at $477K in Q1 2025. 187 funds tracked by Wall St. Rank hold URNM as of Q2 2025.

  • Napa Wealth Management reported no remaining Sprott Uranium Miners ETF position as of Q2 2025 after selling out during the quarter.
  • Napa Wealth Management sold 14,713 Sprott Uranium Miners ETF shares in Q2 2025, an estimated $477K.
  • Napa Wealth Management first reported a position in Sprott Uranium Miners ETF in Q1 2025 and held it in 1 quarter.
  • Napa Wealth Management's Sprott Uranium Miners ETF position peaked at $477K in Q1 2025.
  • 187 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.