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Innovative Advisory Group, LLC’s Uranium Energy UEC Stock Holding History

Innovative Advisory Group, LLC’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
2025
Q2 		– Sell
-50
Closed -$239 – 264
2025
Q1 		$239 Hold
50
– – ﹤0.01% 222
2024
Q4 		$335 Buy
+50
New +$383 ﹤0.01% 206

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Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Innovative Advisory Group, LLC's UEC Position: Q2 2025 in Review

Innovative Advisory Group, LLC sold out of Uranium Energy (UEC) in Q2 2025, closing a stake of 50 shares — an estimated $239 sold.

Innovative Advisory Group, LLC first reported a position in UEC in Q4 2024 and held it in 2 quarters. The position peaked at $335 in Q4 2024. 341 funds tracked by Wall St. Rank hold UEC as of Q2 2025.

  • Innovative Advisory Group, LLC reported no remaining Uranium Energy position as of Q2 2025 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 50 Uranium Energy shares in Q2 2025, an estimated $239.
  • Innovative Advisory Group, LLC first reported a position in Uranium Energy in Q4 2024 and held it in 2 quarters.
  • Innovative Advisory Group, LLC's Uranium Energy position peaked at $335 in Q4 2024.
  • 341 funds tracked by Wall St. Rank held Uranium Energy as of Q2 2025.

Based on Innovative Advisory Group, LLC's 13F filing for Q2 2025, filed 23 Sep 2026.