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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q4 		– Sell
-114
Closed -$15.5K – 584
2025
Q3 		$15.5K Buy
+114
New +$13.6K ﹤0.01% 373

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Bank of America
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s NLR Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of VanEck Uranium + Nuclear Energy ETF (NLR) in Q4 2025, closing a stake of 114 shares — an estimated $15.5K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in NLR in Q3 2025 and held it in 1 quarter. The position peaked at $15.5K in Q3 2025. 436 funds tracked by Wall St. Rank hold NLR as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining VanEck Uranium + Nuclear Energy ETF position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 114 VanEck Uranium + Nuclear Energy ETF shares in Q4 2025, an estimated $15.5K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VanEck Uranium + Nuclear Energy ETF in Q3 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VanEck Uranium + Nuclear Energy ETF position peaked at $15.5K in Q3 2025.
  • 436 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.