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Optimum Investment Advisors’s Sprott Uranium Miners ETF URNM Stock Holding History

Optimum Investment 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
2023
Q3 		– Sell
-500
Closed -$16.8K – 735
2023
Q2 		$16.8K Hold
500
– – 0.01% 496
2023
Q1 		$15.7K Buy
+500
New +$16.7K 0.01% 511

Other funds holding URNM

CS
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TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Optimum Investment Advisors's URNM Position: Q3 2023 in Review

Optimum Investment Advisors sold out of Sprott Uranium Miners ETF (URNM) in Q3 2023, closing a stake of 500 shares — an estimated $16.8K sold.

Optimum Investment Advisors first reported a position in URNM in Q1 2023 and held it in 2 quarters. The position peaked at $16.8K in Q2 2023. 138 funds tracked by Wall St. Rank hold URNM as of Q3 2023.

  • Optimum Investment Advisors reported no remaining Sprott Uranium Miners ETF position as of Q3 2023 after selling out during the quarter.
  • Optimum Investment Advisors sold 500 Sprott Uranium Miners ETF shares in Q3 2023, an estimated $16.8K.
  • Optimum Investment Advisors first reported a position in Sprott Uranium Miners ETF in Q1 2023 and held it in 2 quarters.
  • Optimum Investment Advisors's Sprott Uranium Miners ETF position peaked at $16.8K in Q2 2023.
  • 138 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q3 2023.

Based on Optimum Investment Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.