Shepherd Financial Partners’s Sprott Uranium Miners ETF URNM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
– Sell
-4,000
Closed -$220K – 251
2025
Q4
$220K Hold
4,000
– – 0.02% 230
2025
Q3
$242K Buy
+4,000
New +$201K 0.02% 223

Other funds holding URNM

Shepherd Financial Partners's URNM Position: Q1 2026 in Review

Shepherd Financial Partners sold out of Sprott Uranium Miners ETF (URNM) in Q1 2026, closing a stake of 4,000 shares — an estimated $220K sold.

Shepherd Financial Partners first reported a position in URNM in Q3 2025 and held it in 2 quarters. The position peaked at $242K in Q3 2025. 239 funds tracked by Wall St. Rank hold URNM as of Q1 2026.

  • Shepherd Financial Partners reported no remaining Sprott Uranium Miners ETF position as of Q1 2026 after selling out during the quarter.
  • Shepherd Financial Partners sold 4,000 Sprott Uranium Miners ETF shares in Q1 2026, an estimated $220K.
  • Shepherd Financial Partners first reported a position in Sprott Uranium Miners ETF in Q3 2025 and held it in 2 quarters.
  • Shepherd Financial Partners's Sprott Uranium Miners ETF position peaked at $242K in Q3 2025.
  • 239 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.