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Phoenix Wealth Advisors’s Sprott Uranium Miners ETF URNM Stock Holding History

Phoenix Wealth 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
2025
Q1 		– Sell
-15,339
Closed -$618K – 125
2024
Q4 		$618K Sell
15,339
-375
-2% -$17.5K 0.27% 70
2024
Q3 		$721K Buy
15,714
+319
+2% +$14K 0.33% 61
2024
Q2 		$758K Sell
15,395
-102
-0.7% -$5.4K 0.38% 58
2024
Q1 		$764K Sell
15,497
-118
-0.8% -$6.03K 0.47% 55
2023
Q4 		$740K Buy
15,615
+6,487
+71% +$303K 0.52% 45
2023
Q3 		$431K Buy
+9,128
New +$344K 0.25% 55

Other funds holding URNM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KC
Kadensa Capital Central, Hong Kong $718M AUM 38.33% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
GC
Glenorchy Capital Boorolite, Australia $1.72B AUM 91.26% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Phoenix Wealth Advisors's URNM Position: Q1 2025 in Review

Phoenix Wealth Advisors sold out of Sprott Uranium Miners ETF (URNM) in Q1 2025, closing a stake of 15,339 shares — an estimated $618K sold.

Phoenix Wealth Advisors first reported a position in URNM in Q3 2023 and held it in 6 quarters. The position peaked at $764K in Q1 2024. 160 funds tracked by Wall St. Rank hold URNM as of Q1 2025.

  • Phoenix Wealth Advisors reported no remaining Sprott Uranium Miners ETF position as of Q1 2025 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 15,339 Sprott Uranium Miners ETF shares in Q1 2025, an estimated $618K.
  • Phoenix Wealth Advisors first reported a position in Sprott Uranium Miners ETF in Q3 2023 and held it in 6 quarters.
  • Phoenix Wealth Advisors's Sprott Uranium Miners ETF position peaked at $764K in Q1 2024.
  • 160 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q1 2025.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2025, filed 14 May 2025.