Kozak & Associates
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Kozak & Associates’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Kozak & Associates’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 		$6.86M Buy
71,503
+4,274
+6% +$483K 1.24% 21
2026
Q2 		$7.72M Buy
+67,229
New +$8.97M 1.34% 21

Other funds holding NLR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
StoneX Group
StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Rockport Wealth
Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return

Kozak & Associates's NLR Position: Q3 2026 in Review

Kozak & Associates increased its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 6.4% in Q3 2026, buying an estimated $483K and bringing the position to 71,503 shares worth $6.86M. The position accounts for 1.24% of the portfolio, ranked #21.

Kozak & Associates first reported a position in NLR in Q2 2026 and has held it in 2 quarters since. The position peaked at $7.72M in Q2 2026. 344 funds tracked by Wall St. Rank hold NLR as of Q3 2026.

  • Kozak & Associates held 71,503 shares of VanEck Uranium + Nuclear Energy ETF worth $6.86M as of Q3 2026.
  • Kozak & Associates bought 4,274 VanEck Uranium + Nuclear Energy ETF shares in Q3 2026, an estimated $483K.
  • VanEck Uranium + Nuclear Energy ETF made up 1.24% of Kozak & Associates's portfolio in Q3 2026, its #21 holding.
  • Kozak & Associates first reported a position in VanEck Uranium + Nuclear Energy ETF in Q2 2026 and has held it in 2 quarters since.
  • Kozak & Associates's VanEck Uranium + Nuclear Energy ETF position peaked at $7.72M in Q2 2026.
  • 344 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q3 2026.

Based on Kozak & Associates's 13F filing for Q3 2026, filed 29 Oct 2026.