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Plan Group Financial’s Sprott Uranium Miners ETF URNM Stock Holding History

Plan Group 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
2025
Q4 		– Sell
-4,150
Closed -$251K – 218
2025
Q3 		$251K Buy
+4,150
New +$209K 0.07% 155

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UBS Group
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LHCM
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LPL Financial
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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CP
Cumberland Partners Toronto, Ontario, Canada $1.54B AUM 27.61% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM

Plan Group Financial's URNM Position: Q4 2025 in Review

Plan Group Financial sold out of Sprott Uranium Miners ETF (URNM) in Q4 2025, closing a stake of 4,150 shares — an estimated $251K sold.

Plan Group Financial first reported a position in URNM in Q3 2025 and held it in 1 quarter. The position peaked at $251K in Q3 2025. 215 funds tracked by Wall St. Rank hold URNM as of Q4 2025.

  • Plan Group Financial reported no remaining Sprott Uranium Miners ETF position as of Q4 2025 after selling out during the quarter.
  • Plan Group Financial sold 4,150 Sprott Uranium Miners ETF shares in Q4 2025, an estimated $251K.
  • Plan Group Financial first reported a position in Sprott Uranium Miners ETF in Q3 2025 and held it in 1 quarter.
  • Plan Group Financial's Sprott Uranium Miners ETF position peaked at $251K in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q4 2025.

Based on Plan Group Financial's 13F filing for Q4 2025, filed 3 Feb 2026.