CWM
NLR icon

Collaborative Wealth Management’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Collaborative 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
Q1 		– Sell
-3,213
Closed -$399K – 213
2025
Q4 		$399K Buy
3,213
+68
+2% +$9.35K 0.14% 134
2025
Q3 		$427K Buy
3,145
+359
+13% +$42.8K 0.17% 116
2025
Q2 		$310K Buy
+2,786
New +$248K 0.14% 133

Other funds holding NLR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Collaborative Wealth Management's NLR Position: Q1 2026 in Review

Collaborative Wealth Management sold out of VanEck Uranium + Nuclear Energy ETF (NLR) in Q1 2026, closing a stake of 3,213 shares — an estimated $399K sold.

Collaborative Wealth Management first reported a position in NLR in Q2 2025 and held it in 3 quarters. The position peaked at $427K in Q3 2025. 515 funds tracked by Wall St. Rank hold NLR as of Q1 2026.

  • Collaborative Wealth Management reported no remaining VanEck Uranium + Nuclear Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Collaborative Wealth Management sold 3,213 VanEck Uranium + Nuclear Energy ETF shares in Q1 2026, an estimated $399K.
  • Collaborative Wealth Management first reported a position in VanEck Uranium + Nuclear Energy ETF in Q2 2025 and held it in 3 quarters.
  • Collaborative Wealth Management's VanEck Uranium + Nuclear Energy ETF position peaked at $427K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.