CRWM
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Castle Rock Wealth Management’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Castle Rock Wealth Management’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
Q3 		$203K Buy
1,855
+6
+0.3% +$678 0.04% 264
2026
Q2 		$212K Sell
1,849
-12
-0.6% -$1.6K 0.04% 265
2026
Q1 		$249K Buy
1,861
+7
+0.4% +$1K 0.05% 239
2025
Q4 		$275K Buy
1,854
+135
+8% +$18.6K 0.06% 225
2025
Q3 		$242K Buy
+1,719
New +$205K 0.05% 234

Other funds holding NLR

PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Castle Rock Wealth Management's NLR Position: Q3 2026 in Review

Castle Rock Wealth Management increased its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 0.32% in Q3 2026, buying an estimated $678 and bringing the position to 1,855 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #264.

Castle Rock Wealth Management first reported a position in NLR in Q3 2025 and has held it in 5 quarters since. The position peaked at $275K in Q4 2025. 19 funds tracked by Wall St. Rank hold NLR as of Q3 2026.

  • Castle Rock Wealth Management held 1,855 shares of VanEck Uranium + Nuclear Energy ETF worth $203K as of Q3 2026.
  • Castle Rock Wealth Management bought 6 VanEck Uranium + Nuclear Energy ETF shares in Q3 2026, an estimated $678.
  • VanEck Uranium + Nuclear Energy ETF made up 0.04% of Castle Rock Wealth Management's portfolio in Q3 2026, its #264 holding.
  • Castle Rock Wealth Management first reported a position in VanEck Uranium + Nuclear Energy ETF in Q3 2025 and has held it in 5 quarters since.
  • Castle Rock Wealth Management's VanEck Uranium + Nuclear Energy ETF position peaked at $275K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.