Mark Sheptoff Financial Planning’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Mark Sheptoff Financial 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 Q1	$577K	Buy	4,080 +730	+22%	+$104K	0.31%	55
2025 Q4	$416K	Hold	3,350	–	–	0.2%	67
2025 Q3	$454K	Buy	3,350 +1,825	+120%	+$217K	0.22%	63
2025 Q2	$170K	Buy	1,525 +950	+165%	+$84.5K	0.09%	96
2025 Q1	$42.1K	Sell	575 -1,900	-77%	-$160K	0.02%	180
2024 Q4	$201K	Buy	2,475 +2,375	+2,375%	+$212K	0.11%	91
2024 Q3	$8.36K	Buy	+100	New	+$7.72K	﹤0.01%	324

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

Mark Sheptoff Financial Planning's NLR Position: Q1 2026 in Review

Mark Sheptoff Financial Planning increased its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 22% in Q1 2026, buying an estimated $104K and bringing the position to 4,080 shares worth $577K. The position accounts for 0.31% of the portfolio, ranked #55.

Mark Sheptoff Financial Planning first reported a position in NLR in Q3 2024 and has held it in 7 quarters since. 515 funds tracked by Wall St. Rank hold NLR as of Q1 2026.

Mark Sheptoff Financial Planning held 4,080 shares of VanEck Uranium + Nuclear Energy ETF worth $577K as of Q1 2026.
Mark Sheptoff Financial Planning bought 730 VanEck Uranium + Nuclear Energy ETF shares in Q1 2026, an estimated $104K.
VanEck Uranium + Nuclear Energy ETF made up 0.31% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #55 holding.
Mark Sheptoff Financial Planning first reported a position in VanEck Uranium + Nuclear Energy ETF in Q3 2024 and has held it in 7 quarters since.
515 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.