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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Castle Rock Wealth Management's NLR Position: Q2 2026 in Review

Castle Rock Wealth Management reduced its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 0.64% in Q2 2026, selling an estimated $1.6K and leaving 1,849 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #265.

Castle Rock Wealth Management first reported a position in NLR in Q3 2025 and has held it in 4 quarters since. The position peaked at $275K in Q4 2025. 530 funds tracked by Wall St. Rank hold NLR as of Q2 2026.

Castle Rock Wealth Management held 1,849 shares of VanEck Uranium + Nuclear Energy ETF worth $212K as of Q2 2026.
Castle Rock Wealth Management sold 12 VanEck Uranium + Nuclear Energy ETF shares in Q2 2026, an estimated $1.6K.
VanEck Uranium + Nuclear Energy ETF made up 0.04% of Castle Rock Wealth Management's portfolio in Q2 2026, its #265 holding.
Castle Rock Wealth Management first reported a position in VanEck Uranium + Nuclear Energy ETF in Q3 2025 and has held it in 4 quarters since.
Castle Rock Wealth Management's VanEck Uranium + Nuclear Energy ETF position peaked at $275K in Q4 2025.
530 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.