Phoenix Financial
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Phoenix Financial’s Sprott Uranium Miners ETF URNM Stock Holding History

Phoenix Financial’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
Q3 		$59.3M Hold
1,250,000
– – 0.4% 59
2026
Q2 		$65.7M Buy
+1,250,000
New +$77.3M 0.45% 49

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Trek Financial
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HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Corecam Pte Ltd
Corecam Pte Ltd Singapore $240M AUM 15.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cedar Cove Wealth Partners
Cedar Cove Wealth Partners Bloomington, Minnesota $211M AUM 14.83% 1-Year Est. Return
Greenfield Seitz Capital Management
Greenfield Seitz Capital Management Dallas, Texas $346M AUM 27.05% 1-Year Est. Return

Phoenix Financial's URNM Position: Q3 2026 in Review

Phoenix Financial held its Sprott Uranium Miners ETF (URNM) position steady in Q3 2026 at 1,250,000 shares worth $59.3M. The position accounts for 0.4% of the portfolio, ranked #59.

Phoenix Financial first reported a position in URNM in Q2 2026 and has held it in 2 quarters since. The position peaked at $65.7M in Q2 2026. 154 funds tracked by Wall St. Rank hold URNM as of Q3 2026.

  • Phoenix Financial held 1,250,000 shares of Sprott Uranium Miners ETF worth $59.3M as of Q3 2026.
  • Phoenix Financial left its Sprott Uranium Miners ETF share count unchanged in Q3 2026.
  • Sprott Uranium Miners ETF made up 0.4% of Phoenix Financial's portfolio in Q3 2026, its #59 holding.
  • Phoenix Financial first reported a position in Sprott Uranium Miners ETF in Q2 2026 and has held it in 2 quarters since.
  • Phoenix Financial's Sprott Uranium Miners ETF position peaked at $65.7M in Q2 2026.
  • 154 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.