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

PlanVest 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
Q2 		$8.41K Hold
160
– – 0.01% 420
2026
Q1 		$10.1K Buy
+160
New +$10.9K 0.01% 375

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 $103B AUM 28.65% 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

PlanVest Financial's URNM Position: Q2 2026 in Review

PlanVest Financial held its Sprott Uranium Miners ETF (URNM) position steady in Q2 2026 at 160 shares worth $8.41K. The position accounts for 0.01% of the portfolio, ranked #420.

PlanVest Financial first reported a position in URNM in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.1K in Q1 2026. 230 funds tracked by Wall St. Rank hold URNM as of Q2 2026.

  • PlanVest Financial held 160 shares of Sprott Uranium Miners ETF worth $8.41K as of Q2 2026.
  • PlanVest Financial left its Sprott Uranium Miners ETF share count unchanged in Q2 2026.
  • Sprott Uranium Miners ETF made up 0.01% of PlanVest Financial's portfolio in Q2 2026, its #420 holding.
  • PlanVest Financial first reported a position in Sprott Uranium Miners ETF in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Sprott Uranium Miners ETF position peaked at $10.1K in Q1 2026.
  • 230 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.