Fiduciary Planning’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Fiduciary Planning’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	$2.23M	Sell	21,553 -15,645	-42%	-$1.77M	0.57%	27
2026 Q2	$4.31M	Buy	37,198 +3,182	+9%	+$425K	1.13%	17
2026 Q1	$4.53M	Buy	34,016 +2,355	+7%	+$337K	1.37%	19
2025 Q4	$3.93M	Sell	31,661 -488	-2%	-$67.1K	1.19%	18
2025 Q3	$4.36M	Buy	32,149 +998	+3%	+$119K	1.33%	18
2025 Q2	$3.46M	Sell	31,151 -2,810	-8%	-$250K	1.15%	19
2025 Q1	$2.49M	Buy	33,961 +4,198	+14%	+$352K	0.82%	22
2024 Q4	$2.42M	Buy	29,763 +3,841	+15%	+$344K	0.79%	25
2024 Q3	$2.17M	Buy	25,922 +1,668	+7%	+$129K	0.74%	24
2024 Q2	$1.94M	Buy	24,254 +1,897	+8%	+$155K	0.69%	24
2024 Q1	$1.7M	Buy	22,357 +2,908	+15%	+$216K	0.64%	22
2023 Q4	$1.39M	Buy	+19,449	New	+$1.39M	0.59%	21

Other funds holding NLR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Tepp RIA Westfield, New Jersey $145M AUM 20.38% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fiduciary Planning's NLR Position: Q3 2026 in Review

Fiduciary Planning reduced its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 42% in Q3 2026, selling an estimated $1.77M and leaving 21,553 shares worth $2.23M. The position accounts for 0.57% of the portfolio, ranked #27.

Fiduciary Planning first reported a position in NLR in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.53M in Q1 2026. 112 funds tracked by Wall St. Rank hold NLR as of Q3 2026.

Fiduciary Planning held 21,553 shares of VanEck Uranium + Nuclear Energy ETF worth $2.23M as of Q3 2026.
Fiduciary Planning sold 15,645 VanEck Uranium + Nuclear Energy ETF shares in Q3 2026, an estimated $1.77M.
VanEck Uranium + Nuclear Energy ETF made up 0.57% of Fiduciary Planning's portfolio in Q3 2026, its #27 holding.
Fiduciary Planning first reported a position in VanEck Uranium + Nuclear Energy ETF in Q4 2023 and has held it in 12 quarters since.
Fiduciary Planning's VanEck Uranium + Nuclear Energy ETF position peaked at $4.53M in Q1 2026.
112 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.