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 Q2	$456K	Sell	3,930 -150	-4%	-$20K	0.24%	63
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 $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

Mark Sheptoff Financial Planning's NLR Position: Q2 2026 in Review

Mark Sheptoff Financial Planning reduced its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 3.7% in Q2 2026, selling an estimated $20K and leaving 3,930 shares worth $456K. The position accounts for 0.24% of the portfolio, ranked #63.

Mark Sheptoff Financial Planning first reported a position in NLR in Q3 2024 and has held it in 8 quarters since. The position peaked at $577K in Q1 2026. 531 funds tracked by Wall St. Rank hold NLR as of Q2 2026.

Mark Sheptoff Financial Planning held 3,930 shares of VanEck Uranium + Nuclear Energy ETF worth $456K as of Q2 2026.
Mark Sheptoff Financial Planning sold 150 VanEck Uranium + Nuclear Energy ETF shares in Q2 2026, an estimated $20K.
VanEck Uranium + Nuclear Energy ETF made up 0.24% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #63 holding.
Mark Sheptoff Financial Planning first reported a position in VanEck Uranium + Nuclear Energy ETF in Q3 2024 and has held it in 8 quarters since.
Mark Sheptoff Financial Planning's VanEck Uranium + Nuclear Energy ETF position peaked at $577K in Q1 2026.
531 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.