FP
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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
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

LPL Financial
LPL Financial San Diego, California $376B 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return