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Innovative Advisory Group, LLC’s Sprott Uranium Miners ETF URNM Stock Holding History

Innovative Advisory Group, LLC’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
2026
Q1 		– Sell
-1,595
Closed -$87.5K – 217
2025
Q4 		$87.5K Sell
1,595
-837
-34% -$48.4K 0.06% 55
2025
Q3 		$147K Sell
2,432
-80
-3% -$4.03K 0.09% 46
2025
Q2 		$120K Sell
2,512
-100
-4% -$3.79K 0.1% 44
2025
Q1 		$84.7K Hold
2,612
– – 0.08% 47
2024
Q4 		$105K Buy
+2,612
New +$122K 0.09% 45

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Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 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
CP
Cumberland Partners Toronto, Ontario, Canada $1.54B AUM 27.61% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Innovative Advisory Group, LLC's URNM Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Sprott Uranium Miners ETF (URNM) in Q1 2026, closing a stake of 1,595 shares — an estimated $87.5K sold.

Innovative Advisory Group, LLC first reported a position in URNM in Q4 2024 and held it in 5 quarters. The position peaked at $147K in Q3 2025. 239 funds tracked by Wall St. Rank hold URNM as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Sprott Uranium Miners ETF position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 1,595 Sprott Uranium Miners ETF shares in Q1 2026, an estimated $87.5K.
  • Innovative Advisory Group, LLC first reported a position in Sprott Uranium Miners ETF in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Sprott Uranium Miners ETF position peaked at $147K in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.