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Private Wealth Advisors (California)’s Sprott Uranium Miners ETF URNM Stock Holding History

Private Wealth Advisors (California)’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 		$3.9M Buy
74,110
+6,524
+10% +$403K 1% 38
2026
Q1 		$4.27M Sell
67,586
-960
-1% -$65.6K 1.2% 30
2025
Q4 		$3.76M Buy
68,546
+15,852
+30% +$916K 1.2% 32
2025
Q3 		$3.18M Sell
52,694
-18,601
-26% -$936K 1.07% 36
2025
Q2 		$3.42M Buy
71,295
+1,443
+2% +$54.7K 1.25% 33
2025
Q1 		$2.27M Buy
69,852
+2,959
+4% +$112K 0.82% 41
2024
Q4 		$2.7M Buy
66,893
+1,343
+2% +$62.5K 1.06% 36
2024
Q3 		$3.08M Buy
65,550
+33,582
+105% +$1.48M 1.18% 32
2024
Q2 		$1.59M Buy
31,968
+176
+0.6% +$9.32K 0.61% 46
2024
Q1 		$1.57M Sell
31,792
-2,685
-8% -$137K 0.64% 44
2023
Q4 		$1.66M Sell
34,477
-1,706
-5% -$79.7K 0.65% 39
2023
Q3 		$1.71M Sell
36,183
-81
-0.2% -$3.05K 0.72% 37
2023
Q2 		$1.22M Buy
36,264
+373
+1% +$11.8K 0.5% 42
2023
Q1 		$1.13M Sell
35,891
-893
-2% -$29.9K 0.47% 43
2022
Q4 		$1.17M Buy
36,784
+426
+1% +$13.9K 0.39% 47
2022
Q3 		$1.18M Sell
36,358
-2
-0% -$67 0.55% 39
2022
Q2 		$1.25M Buy
36,360
+930
+3% +$32.9K 0.46% 42
2022
Q1 		$1.47M Buy
35,430
+2,008
+6% +$73.8K 0.47% 41
2021
Q4 		$1.2M Buy
33,422
+3,676
+12% +$158K 0.26% 54
2021
Q3 		$1.27M Sell
29,746
-15,888
-35% -$516K 0.3% 60
2021
Q2 		$1.43M Sell
45,634
-1,990
-4% -$62.9K 0.44% 45
2021
Q1 		$1.32M Buy
+47,624
New +$1.23M 0.45% 39

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

Private Wealth Advisors (California)'s URNM Position: Q2 2026 in Review

Private Wealth Advisors (California) increased its Sprott Uranium Miners ETF (URNM) stake by 9.7% in Q2 2026, buying an estimated $403K and bringing the position to 74,110 shares worth $3.9M. The position accounts for 1% of the portfolio, ranked #38.

Private Wealth Advisors (California) first reported a position in URNM in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.27M in Q1 2026. 233 funds tracked by Wall St. Rank hold URNM as of Q2 2026.

  • Private Wealth Advisors (California) held 74,110 shares of Sprott Uranium Miners ETF worth $3.9M as of Q2 2026.
  • Private Wealth Advisors (California) bought 6,524 Sprott Uranium Miners ETF shares in Q2 2026, an estimated $403K.
  • Sprott Uranium Miners ETF made up 1% of Private Wealth Advisors (California)'s portfolio in Q2 2026, its #38 holding.
  • Private Wealth Advisors (California) first reported a position in Sprott Uranium Miners ETF in Q1 2021 and has held it in 22 quarters since.
  • Private Wealth Advisors (California)'s Sprott Uranium Miners ETF position peaked at $4.27M in Q1 2026.
  • 233 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q2 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q2 2026, filed 6 Aug 2026.