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Summit Wealth Partners’s Sprott Uranium Miners ETF URNM Stock Holding History

Summit Wealth Partners’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
2024
Q4 		– Sell
-4,748
Closed -$218K – 236
2024
Q3 		$218K Hold
4,748
– – 0.04% 221
2024
Q2 		$234K Hold
4,748
– – 0.05% 205
2024
Q1 		$234K Hold
4,748
– – 0.05% 205
2023
Q4 		$229K Sell
4,748
-270
-5% -$12.6K 0.05% 194
2023
Q3 		$237K Buy
+5,018
New +$189K 0.06% 165

Other funds holding URNM

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KC
Kadensa Capital Central, Hong Kong $718M AUM 38.33% 1-Year Est. Return
GC
Glenorchy Capital Boorolite, Australia $1.72B AUM 91.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 27.28% 1-Year Est. Return
GECH
Garnet Equity Capital Holdings New York $642M AUM 58.94% 1-Year Est. Return

Summit Wealth Partners's URNM Position: Q4 2024 in Review

Summit Wealth Partners sold out of Sprott Uranium Miners ETF (URNM) in Q4 2024, closing a stake of 4,748 shares — an estimated $218K sold.

Summit Wealth Partners first reported a position in URNM in Q3 2023 and held it in 5 quarters. The position peaked at $237K in Q3 2023. 184 funds tracked by Wall St. Rank hold URNM as of Q4 2024.

  • Summit Wealth Partners reported no remaining Sprott Uranium Miners ETF position as of Q4 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 4,748 Sprott Uranium Miners ETF shares in Q4 2024, an estimated $218K.
  • Summit Wealth Partners first reported a position in Sprott Uranium Miners ETF in Q3 2023 and held it in 5 quarters.
  • Summit Wealth Partners's Sprott Uranium Miners ETF position peaked at $237K in Q3 2023.
  • 184 funds tracked by Wall St. Rank held Sprott Uranium Miners ETF as of Q4 2024.

Based on Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.