Castleview Partners’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Castleview Partners’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
2025 Q4	–	Sell	-2,464	Closed	-$334K	–	203
2025 Q3	$334K	Buy	2,464 +461	+23%	+$54.9K	0.18%	118
2025 Q2	$223K	Sell	2,003 -1,084	-35%	-$96.4K	0.14%	159
2025 Q1	$226K	Buy	3,087 +404	+15%	+$33.9K	0.15%	161
2024 Q4	$227K	Buy	2,683 +1,721	+179%	+$154K	0.12%	174
2024 Q3	$80.4K	Sell	962 -823	-46%	-$63.6K	0.05%	258
2024 Q2	$143K	Buy	+1,785	New	+$146K	0.08%	203

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

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Castleview Partners's NLR Position: Q4 2025 in Review

Castleview Partners sold out of VanEck Uranium + Nuclear Energy ETF (NLR) in Q4 2025, closing a stake of 2,464 shares — an estimated $334K sold.

Castleview Partners first reported a position in NLR in Q2 2024 and held it in 6 quarters. The position peaked at $334K in Q3 2025. 439 funds tracked by Wall St. Rank hold NLR as of Q4 2025.

Castleview Partners reported no remaining VanEck Uranium + Nuclear Energy ETF position as of Q4 2025 after selling out during the quarter.
Castleview Partners sold 2,464 VanEck Uranium + Nuclear Energy ETF shares in Q4 2025, an estimated $334K.
Castleview Partners first reported a position in VanEck Uranium + Nuclear Energy ETF in Q2 2024 and held it in 6 quarters.
Castleview Partners's VanEck Uranium + Nuclear Energy ETF position peaked at $334K in Q3 2025.
439 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q4 2025.

Based on Castleview Partners's 13F filing for Q4 2025, filed 12 Jan 2026.