Beacon Financial Planning
NLR icon

Beacon Financial Planning’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Beacon Financial Planning’s Portfolio NLR Stock Details NLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$264K Sell
2,555
-353
-12% -$39.9K 0.09% 72
2026
Q2 		$337K Buy
2,908
+80
+3% +$10.7K 0.11% 65
2026
Q1 		$377K Buy
+2,828
New +$404K 0.15% 57

Other funds holding NLR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Beacon Financial Planning's NLR Position: Q3 2026 in Review

Beacon Financial Planning reduced its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 12% in Q3 2026, selling an estimated $39.9K and leaving 2,555 shares worth $264K. The position accounts for 0.09% of the portfolio, ranked #72.

Beacon Financial Planning first reported a position in NLR in Q1 2026 and has held it in 3 quarters since. The position peaked at $377K in Q1 2026. 461 funds tracked by Wall St. Rank hold NLR as of Q3 2026.

  • Beacon Financial Planning held 2,555 shares of VanEck Uranium + Nuclear Energy ETF worth $264K as of Q3 2026.
  • Beacon Financial Planning sold 353 VanEck Uranium + Nuclear Energy ETF shares in Q3 2026, an estimated $39.9K.
  • VanEck Uranium + Nuclear Energy ETF made up 0.09% of Beacon Financial Planning's portfolio in Q3 2026, its #72 holding.
  • Beacon Financial Planning first reported a position in VanEck Uranium + Nuclear Energy ETF in Q1 2026 and has held it in 3 quarters since.
  • Beacon Financial Planning's VanEck Uranium + Nuclear Energy ETF position peaked at $377K in Q1 2026.
  • 461 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q3 2026.

Based on Beacon Financial Planning's 13F filing for Q3 2026, filed 4 Nov 2026.