Heritage Family Offices’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Heritage Family Offices’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	$1.13M	Buy	+8,456	New	+$1.21M	0.5%	53

Other funds holding NLR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Family Offices's NLR Position: Q1 2026 in Review

Heritage Family Offices opened a new position in VanEck Uranium + Nuclear Energy ETF (NLR) in Q1 2026: 8,456 shares worth $1.13M. The stake represents 0.5% of the portfolio and ranks #53 among its holdings.

515 funds tracked by Wall St. Rank hold NLR as of Q1 2026.

Heritage Family Offices held 8,456 shares of VanEck Uranium + Nuclear Energy ETF worth $1.13M as of Q1 2026.
VanEck Uranium + Nuclear Energy ETF was a new Heritage Family Offices position in Q1 2026.
VanEck Uranium + Nuclear Energy ETF made up 0.5% of Heritage Family Offices's portfolio in Q1 2026, its #53 holding.
515 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.