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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
Q1 		– Sell
-24
Closed -$2.98K – 845
2025
Q4 		$2.98K Buy
+24
New +$3.3K ﹤0.01% 1032

Other funds holding NLR

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cape Investment Advisory's NLR Position: Q1 2026 in Review

Cape Investment Advisory sold out of VanEck Uranium + Nuclear Energy ETF (NLR) in Q1 2026, closing a stake of 24 shares — an estimated $2.98K sold.

Cape Investment Advisory first reported a position in NLR in Q4 2025 and held it in 1 quarter. The position peaked at $2.98K in Q4 2025. 515 funds tracked by Wall St. Rank hold NLR as of Q1 2026.

  • Cape Investment Advisory reported no remaining VanEck Uranium + Nuclear Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 24 VanEck Uranium + Nuclear Energy ETF shares in Q1 2026, an estimated $2.98K.
  • Cape Investment Advisory first reported a position in VanEck Uranium + Nuclear Energy ETF in Q4 2025 and held it in 1 quarter.
  • Cape Investment Advisory's VanEck Uranium + Nuclear Energy ETF position peaked at $2.98K in Q4 2025.
  • 515 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.