Concurrent Investment Advisors’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Concurrent Investment Advisors’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	$3.7M	Sell	31,886 -330	-1%	-$44K	0.03%	523
2026 Q1	$4.29M	Buy	32,216 +2,398	+8%	+$343K	0.05%	390
2025 Q4	$3.7M	Sell	29,818 -63	-0.2%	-$8.66K	0.04%	404
2025 Q3	$4.05M	Sell	29,881 -1,254	-4%	-$149K	0.07%	279
2025 Q2	$3.46M	Sell	31,135 -687	-2%	-$61.1K	0.07%	294
2025 Q1	$2.33M	Buy	31,822 +7,803	+32%	+$655K	0.06%	339
2024 Q4	$1.95M	Buy	+24,019	New	+$2.15M	0.05%	331

Other funds holding NLR

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KWM

Kiker Wealth Management Jasper, Georgia $256M AUM 28.91% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $375M AUM 54.27% 1-Year Est. Return

RMS

Retirement Management Systems Leonardtown, Maryland $488M AUM

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Concurrent Investment Advisors's NLR Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 1% in Q2 2026, selling an estimated $44K and leaving 31,886 shares worth $3.7M. The position accounts for 0.03% of the portfolio, ranked #523.

Concurrent Investment Advisors first reported a position in NLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.29M in Q1 2026. 251 funds tracked by Wall St. Rank hold NLR as of Q2 2026.

Concurrent Investment Advisors held 31,886 shares of VanEck Uranium + Nuclear Energy ETF worth $3.7M as of Q2 2026.
Concurrent Investment Advisors sold 330 VanEck Uranium + Nuclear Energy ETF shares in Q2 2026, an estimated $44K.
VanEck Uranium + Nuclear Energy ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #523 holding.
Concurrent Investment Advisors first reported a position in VanEck Uranium + Nuclear Energy ETF in Q4 2024 and has held it in 7 quarters since.
Concurrent Investment Advisors's VanEck Uranium + Nuclear Energy ETF position peaked at $4.29M in Q1 2026.
251 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.