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GoalVest Advisory’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

GoalVest Advisory’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 		$778K Buy
36,061
+30,187
+514% +$3.41M 0.13% 77
2026
Q2 		$681K Buy
5,874
+5,848
+22,492% +$780K 0.13% 79
2026
Q1 		$3.46K Buy
+26
New +$3.72K ﹤0.01% 412

Other funds holding NLR

PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

GoalVest Advisory's NLR Position: Q3 2026 in Review

GoalVest Advisory increased its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 514% in Q3 2026, buying an estimated $3.41M and bringing the position to 36,061 shares worth $778K. The position accounts for 0.13% of the portfolio, ranked #77.

GoalVest Advisory first reported a position in NLR in Q1 2026 and has held it in 3 quarters since. 19 funds tracked by Wall St. Rank hold NLR as of Q3 2026.

  • GoalVest Advisory held 36,061 shares of VanEck Uranium + Nuclear Energy ETF worth $778K as of Q3 2026.
  • GoalVest Advisory bought 30,187 VanEck Uranium + Nuclear Energy ETF shares in Q3 2026, an estimated $3.41M.
  • VanEck Uranium + Nuclear Energy ETF made up 0.13% of GoalVest Advisory's portfolio in Q3 2026, its #77 holding.
  • GoalVest Advisory first reported a position in VanEck Uranium + Nuclear Energy ETF in Q1 2026 and has held it in 3 quarters since.
  • 19 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.