Caldwell Trust’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Caldwell Trust’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	$23.7K	Buy	+204	New	+$27.2K	﹤0.01%	589

Other funds holding NLR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Caldwell Trust's NLR Position: Q2 2026 in Review

Caldwell Trust opened a new position in VanEck Uranium + Nuclear Energy ETF (NLR) in Q2 2026: 204 shares worth $23.7K. The stake represents ﹤0.01% of the portfolio and ranks #589 among its holdings.

530 funds tracked by Wall St. Rank hold NLR as of Q2 2026.

Caldwell Trust held 204 shares of VanEck Uranium + Nuclear Energy ETF worth $23.7K as of Q2 2026.
VanEck Uranium + Nuclear Energy ETF was a new Caldwell Trust position in Q2 2026.
VanEck Uranium + Nuclear Energy ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #589 holding.
530 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.