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. 237 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.
  • 237 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.