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

Holistic 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 Q2	$285K	Buy	+2,461	New	+$328K	0.04%	283

Other funds holding NLR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Holistic Planning's NLR Position: Q2 2026 in Review

Holistic Planning opened a new position in VanEck Uranium + Nuclear Energy ETF (NLR) in Q2 2026: 2,461 shares worth $285K. The stake represents 0.04% of the portfolio and ranks #283 among its holdings.

530 funds tracked by Wall St. Rank hold NLR as of Q2 2026.

Holistic Planning held 2,461 shares of VanEck Uranium + Nuclear Energy ETF worth $285K as of Q2 2026.
VanEck Uranium + Nuclear Energy ETF was a new Holistic Planning position in Q2 2026.
VanEck Uranium + Nuclear Energy ETF made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #283 holding.
530 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.