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EP Wealth Advisors’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

EP Wealth 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
2025
Q2 		$244K Buy
2,199
+516
+31% +$45.9K ﹤0.01% 1139
2025
Q1 		$123K Buy
1,683
+368
+28% +$30.9K ﹤0.01% 1217
2024
Q4 		$107K Buy
+1,315
New +$118K ﹤0.01% 1198
2024
Q2 		– Sell
-1,700
Closed -$129K – 881
2024
Q1 		$129K Hold
1,700
– – ﹤0.01% 781
2023
Q4 		$122K Buy
+1,700
New +$121K ﹤0.01% 767

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

EP Wealth Advisors's NLR Position: Q2 2025 in Review

EP Wealth Advisors increased its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 31% in Q2 2025, buying an estimated $45.9K and bringing the position to 2,199 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

EP Wealth Advisors first reported a position in NLR in Q4 2023 and has held it in 5 quarters since. 272 funds tracked by Wall St. Rank hold NLR as of Q2 2025.

  • EP Wealth Advisors held 2,199 shares of VanEck Uranium + Nuclear Energy ETF worth $244K as of Q2 2025.
  • EP Wealth Advisors bought 516 VanEck Uranium + Nuclear Energy ETF shares in Q2 2025, an estimated $45.9K.
  • VanEck Uranium + Nuclear Energy ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1139 holding.
  • EP Wealth Advisors first reported a position in VanEck Uranium + Nuclear Energy ETF in Q4 2023 and has held it in 5 quarters since.
  • 272 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.