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Oak Family Advisors’s Sprott Uranium Miners ETF URNM Stock Holding History

Oak Family 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
2026
Q2 		– Sell
-18,609
Closed -$1.18M – 126
2026
Q1 		$1.18M Sell
18,609
-1,808
-9% -$124K 0.33% 55
2025
Q4 		$1.12M Sell
20,417
-1,673
-8% -$96.7K 0.31% 63
2025
Q3 		$1.33M Sell
22,090
-1,172
-5% -$59K 0.33% 58
2025
Q2 		$1.11M Buy
+23,262
New +$882K 0.35% 53

Other funds holding URNM

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.54B AUM 27.61% 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 $103B AUM 28.65% 1-Year Est. Return
LHCM
Lloyd Harbor Capital Management Cold Spring Harbor, New York $97.2M AUM 60.58% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

Oak Family Advisors's URNM Position: Q2 2026 in Review

Oak Family Advisors sold out of Sprott Uranium Miners ETF (URNM) in Q2 2026, closing a stake of 18,609 shares — an estimated $1.18M sold.

Oak Family Advisors first reported a position in URNM in Q2 2025 and held it in 4 quarters. The position peaked at $1.33M in Q3 2025. 233 funds tracked by Wall St. Rank hold URNM as of Q2 2026.

  • Oak Family Advisors reported no remaining Sprott Uranium Miners ETF position as of Q2 2026 after selling out during the quarter.
  • Oak Family Advisors sold 18,609 Sprott Uranium Miners ETF shares in Q2 2026, an estimated $1.18M.
  • Oak Family Advisors first reported a position in Sprott Uranium Miners ETF in Q2 2025 and held it in 4 quarters.
  • Oak Family Advisors's Sprott Uranium Miners ETF position peaked at $1.33M in Q3 2025.
  • 233 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.