Carson Wealth (CWM LLC)
NLR icon

Carson Wealth (CWM LLC)’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Carson Wealth (CWM LLC)’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 		$4.03M Buy
30,265
+4,207
+16% +$601K 0.01% 903
2025
Q4 		$3.24M Buy
26,058
+10,207
+64% +$1.4M 0.01% 960
2025
Q3 		$2.15M Buy
15,851
+12,120
+325% +$1.44M 0.01% 1061
2025
Q2 		$415K Buy
3,731
+983
+36% +$87.4K ﹤0.01% 1676
2025
Q1 		$201K Buy
2,748
+1,857
+208% +$156K ﹤0.01% 1918
2024
Q4 		$72K Buy
891
+107
+14% +$9.57K ﹤0.01% 2512
2024
Q3 		$66K Hold
784
– – ﹤0.01% 2478
2024
Q2 		$63K Sell
784
-655
-46% -$53.4K ﹤0.01% 2303
2024
Q1 		$109K Hold
1,439
– – ﹤0.01% 1827
2023
Q4 		$103K Hold
1,439
– – ﹤0.01% 1751
2023
Q3 		$102K Sell
1,439
-23
-2% -$1.47K ﹤0.01% 1619
2023
Q2 		$87K Hold
1,462
– – ﹤0.01% 1642
2023
Q1 		$81K Hold
1,462
– – ﹤0.01% 1599
2022
Q4 		$80K Buy
+1,462
New +$79.2K ﹤0.01% 1484

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NLR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 16% in Q1 2026, buying an estimated $601K and bringing the position to 30,265 shares worth $4.03M. The position accounts for 0.01% of the portfolio, ranked #903.

Carson Wealth (CWM LLC) first reported a position in NLR in Q4 2022 and has held it in 14 quarters since. 517 funds tracked by Wall St. Rank hold NLR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 30,265 shares of VanEck Uranium + Nuclear Energy ETF worth $4.03M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,207 VanEck Uranium + Nuclear Energy ETF shares in Q1 2026, an estimated $601K.
  • VanEck Uranium + Nuclear Energy ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #903 holding.
  • Carson Wealth (CWM LLC) first reported a position in VanEck Uranium + Nuclear Energy ETF in Q4 2022 and has held it in 14 quarters since.
  • 517 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.