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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
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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Beacon Financial Planning's NLR Position: Q2 2026 in Review

Beacon Financial Planning increased its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 2.8% in Q2 2026, buying an estimated $10.7K and bringing the position to 2,908 shares worth $337K. The position accounts for 0.11% of the portfolio, ranked #65.

Beacon Financial Planning first reported a position in NLR in Q1 2026 and has held it in 2 quarters since. The position peaked at $377K in Q1 2026. 531 funds tracked by Wall St. Rank hold NLR as of Q2 2026.

  • Beacon Financial Planning held 2,908 shares of VanEck Uranium + Nuclear Energy ETF worth $337K as of Q2 2026.
  • Beacon Financial Planning bought 80 VanEck Uranium + Nuclear Energy ETF shares in Q2 2026, an estimated $10.7K.
  • VanEck Uranium + Nuclear Energy ETF made up 0.11% of Beacon Financial Planning's portfolio in Q2 2026, its #65 holding.
  • Beacon Financial Planning first reported a position in VanEck Uranium + Nuclear Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • Beacon Financial Planning's VanEck Uranium + Nuclear Energy ETF position peaked at $377K in Q1 2026.
  • 531 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2026.

Based on Beacon Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.