Kingswood Wealth Advisors’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Kingswood Wealth Advisors’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	$7.03M	Buy	60,639 +19,940	+49%	+$2.66M	0.28%	75
2026 Q1	$5.42M	Sell	40,699 -14,451	-26%	-$2.07M	0.26%	87
2025 Q4	$6.85M	Buy	55,150 +2,435	+5%	+$335K	0.33%	61
2025 Q3	$7.15M	Buy	52,715 +37,626	+249%	+$4.48M	0.43%	41
2025 Q2	$1.68M	Buy	15,089 +540	+4%	+$48K	0.13%	168
2025 Q1	$1.07M	Buy	+14,549	New	+$1.22M	0.1%	229

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

Kingswood Wealth Advisors's NLR Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 49% in Q2 2026, buying an estimated $2.66M and bringing the position to 60,639 shares worth $7.03M. The position accounts for 0.28% of the portfolio, ranked #75.

Kingswood Wealth Advisors first reported a position in NLR in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.15M in Q3 2025. 530 funds tracked by Wall St. Rank hold NLR as of Q2 2026.

Kingswood Wealth Advisors held 60,639 shares of VanEck Uranium + Nuclear Energy ETF worth $7.03M as of Q2 2026.
Kingswood Wealth Advisors bought 19,940 VanEck Uranium + Nuclear Energy ETF shares in Q2 2026, an estimated $2.66M.
VanEck Uranium + Nuclear Energy ETF made up 0.28% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #75 holding.
Kingswood Wealth Advisors first reported a position in VanEck Uranium + Nuclear Energy ETF in Q1 2025 and has held it in 6 quarters since.
Kingswood Wealth Advisors's VanEck Uranium + Nuclear Energy ETF position peaked at $7.15M in Q3 2025.
530 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.