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Capital Performance Advisors’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Capital Performance Advisors’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 		– Sell
-5,533
Closed -$737K – 436
2026
Q1 		$737K Hold
5,533
– – 0.05% 161
2025
Q4 		$687K Buy
+5,533
New +$761K 0.05% 169

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 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Capital Performance Advisors's NLR Position: Q2 2026 in Review

Capital Performance Advisors sold out of VanEck Uranium + Nuclear Energy ETF (NLR) in Q2 2026, closing a stake of 5,533 shares — an estimated $737K sold.

Capital Performance Advisors first reported a position in NLR in Q4 2025 and held it in 2 quarters. The position peaked at $737K in Q1 2026. 530 funds tracked by Wall St. Rank hold NLR as of Q2 2026.

  • Capital Performance Advisors reported no remaining VanEck Uranium + Nuclear Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 5,533 VanEck Uranium + Nuclear Energy ETF shares in Q2 2026, an estimated $737K.
  • Capital Performance Advisors first reported a position in VanEck Uranium + Nuclear Energy ETF in Q4 2025 and held it in 2 quarters.
  • Capital Performance Advisors's VanEck Uranium + Nuclear Energy ETF position peaked at $737K in Q1 2026.
  • 530 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.