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Cape Investment Advisory’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Cape Investment Advisory’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 		$69.4K Buy
+598
New +$79.8K 0.02% 410
2026
Q1 		– Sell
-24
Closed -$2.98K – 845
2025
Q4 		$2.98K Buy
+24
New +$3.3K ﹤0.01% 1032

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

Cape Investment Advisory's NLR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in VanEck Uranium + Nuclear Energy ETF (NLR) in Q2 2026: 598 shares worth $69.4K. The stake represents 0.02% of the portfolio and ranks #410 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in NLR as recently as Q4 2025.

Cape Investment Advisory first reported a position in NLR in Q4 2025 and has held it in 2 quarters since. 531 funds tracked by Wall St. Rank hold NLR as of Q2 2026.

  • Cape Investment Advisory held 598 shares of VanEck Uranium + Nuclear Energy ETF worth $69.4K as of Q2 2026.
  • VanEck Uranium + Nuclear Energy ETF was a new Cape Investment Advisory position in Q2 2026.
  • VanEck Uranium + Nuclear Energy ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #410 holding.
  • Cape Investment Advisory first reported a position in VanEck Uranium + Nuclear Energy ETF in Q4 2025 and has held it in 2 quarters since.
  • 531 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.