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

Copia 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	$1.21M	Buy	10,406 +1,543	+17%	+$206K	0.73%	38
2026 Q1	$1.18M	Sell	8,863 -2,003	-18%	-$286K	0.81%	35
2025 Q4	$1.35M	Sell	10,866 -344	-3%	-$47.3K	0.96%	28
2025 Q3	$1.52M	Buy	11,210 +629	+6%	+$74.9K	1.13%	25
2025 Q2	$1.18M	Buy	10,581 +2,971	+39%	+$264K	0.99%	28
2025 Q1	$558K	Buy	7,610 +531	+8%	+$44.6K	0.52%	43
2024 Q4	$576K	Buy	+7,079	New	+$633K	0.55%	37

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

Copia Wealth Management's NLR Position: Q2 2026 in Review

Copia Wealth Management increased its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 17% in Q2 2026, buying an estimated $206K and bringing the position to 10,406 shares worth $1.21M. The position accounts for 0.73% of the portfolio, ranked #38.

Copia Wealth Management first reported a position in NLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.52M in Q3 2025. 531 funds tracked by Wall St. Rank hold NLR as of Q2 2026.

Copia Wealth Management held 10,406 shares of VanEck Uranium + Nuclear Energy ETF worth $1.21M as of Q2 2026.
Copia Wealth Management bought 1,543 VanEck Uranium + Nuclear Energy ETF shares in Q2 2026, an estimated $206K.
VanEck Uranium + Nuclear Energy ETF made up 0.73% of Copia Wealth Management's portfolio in Q2 2026, its #38 holding.
Copia Wealth Management first reported a position in VanEck Uranium + Nuclear Energy ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's VanEck Uranium + Nuclear Energy ETF position peaked at $1.52M in Q3 2025.
531 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.