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
2026 Q2	$162K	Buy	+1,400	New	+$187K	﹤0.01%	1566
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 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

EP Wealth Advisors's NLR Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in VanEck Uranium + Nuclear Energy ETF (NLR) in Q2 2026: 1,400 shares worth $162K. The stake represents ﹤0.01% of the portfolio and ranks #1566 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in NLR as recently as Q2 2025.

EP Wealth Advisors first reported a position in NLR in Q4 2023 and has held it in 6 quarters since. The position peaked at $244K in Q2 2025. 531 funds tracked by Wall St. Rank hold NLR as of Q2 2026.

EP Wealth Advisors held 1,400 shares of VanEck Uranium + Nuclear Energy ETF worth $162K as of Q2 2026.
VanEck Uranium + Nuclear Energy ETF was a new EP Wealth Advisors position in Q2 2026.
VanEck Uranium + Nuclear Energy ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1566 holding.
EP Wealth Advisors first reported a position in VanEck Uranium + Nuclear Energy ETF in Q4 2023 and has held it in 6 quarters since.
EP Wealth Advisors's VanEck Uranium + Nuclear Energy ETF position peaked at $244K in Q2 2025.
531 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.