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

Perigon 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
2026
Q2 		$923K Sell
17,554
-1,719
-9% -$106K 0.01% 623
2026
Q1 		$1.22M Buy
19,273
+2,009
+12% +$137K 0.02% 477
2025
Q4 		$948K Buy
+17,264
New +$998K 0.02% 574

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 $104B AUM 28.3% 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

Perigon Wealth Management's URNM Position: Q2 2026 in Review

Perigon Wealth Management reduced its Sprott Uranium Miners ETF (URNM) stake by 8.9% in Q2 2026, selling an estimated $106K and leaving 17,554 shares worth $923K. The position accounts for 0.01% of the portfolio, ranked #623.

Perigon Wealth Management first reported a position in URNM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.22M in Q1 2026. 236 funds tracked by Wall St. Rank hold URNM as of Q2 2026.

  • Perigon Wealth Management held 17,554 shares of Sprott Uranium Miners ETF worth $923K as of Q2 2026.
  • Perigon Wealth Management sold 1,719 Sprott Uranium Miners ETF shares in Q2 2026, an estimated $106K.
  • Sprott Uranium Miners ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #623 holding.
  • Perigon Wealth Management first reported a position in Sprott Uranium Miners ETF in Q4 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's Sprott Uranium Miners ETF position peaked at $1.22M in Q1 2026.
  • 236 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.