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

Navis 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 		$357K Hold
3,076
– – 0.14% 121
2026
Q1 		$410K Buy
3,076
+76
+3% +$10.9K 0.21% 111
2025
Q4 		$373K Hold
3,000
– – 0.16% 122
2025
Q3 		$407K Buy
+3,000
New +$357K 0.3% 73

Other funds holding NLR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Navis Wealth Advisors held its VanEck Uranium + Nuclear Energy ETF (NLR) position steady in Q2 2026 at 3,076 shares worth $357K. The position accounts for 0.14% of the portfolio, ranked #121.

Navis Wealth Advisors first reported a position in NLR in Q3 2025 and has held it in 4 quarters since. The position peaked at $410K in Q1 2026. 530 funds tracked by Wall St. Rank hold NLR as of Q2 2026.

  • Navis Wealth Advisors held 3,076 shares of VanEck Uranium + Nuclear Energy ETF worth $357K as of Q2 2026.
  • Navis Wealth Advisors left its VanEck Uranium + Nuclear Energy ETF share count unchanged in Q2 2026.
  • VanEck Uranium + Nuclear Energy ETF made up 0.14% of Navis Wealth Advisors's portfolio in Q2 2026, its #121 holding.
  • Navis Wealth Advisors first reported a position in VanEck Uranium + Nuclear Energy ETF in Q3 2025 and has held it in 4 quarters since.
  • Navis Wealth Advisors's VanEck Uranium + Nuclear Energy ETF position peaked at $410K in Q1 2026.
  • 530 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.