Compass Financial Management
NLR icon

Compass Financial Management’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Compass Financial 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 		$54.4K Sell
526
-644
-55% -$72.8K 0.01% 718
2026
Q2 		$136K Buy
+1,170
New +$156K 0.02% 496

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Raymond James Financial
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Cetera Investment Advisers
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Stifel Financial
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
OneDigital Investment Advisors
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Compass Financial Management's NLR Position: Q3 2026 in Review

Compass Financial Management reduced its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 55% in Q3 2026, selling an estimated $72.8K and leaving 526 shares worth $54.4K. The position accounts for 0.01% of the portfolio, ranked #718.

Compass Financial Management first reported a position in NLR in Q2 2026 and has held it in 2 quarters since. The position peaked at $136K in Q2 2026. 461 funds tracked by Wall St. Rank hold NLR as of Q3 2026.

  • Compass Financial Management held 526 shares of VanEck Uranium + Nuclear Energy ETF worth $54.4K as of Q3 2026.
  • Compass Financial Management sold 644 VanEck Uranium + Nuclear Energy ETF shares in Q3 2026, an estimated $72.8K.
  • VanEck Uranium + Nuclear Energy ETF made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #718 holding.
  • Compass Financial Management first reported a position in VanEck Uranium + Nuclear Energy ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's VanEck Uranium + Nuclear Energy ETF position peaked at $136K in Q2 2026.
  • 461 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.