NWWA
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New Wave Wealth Advisors’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

New Wave 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
2025
Q1 		– Sell
-447
Closed -$36.4K – 482
2024
Q4 		$36.4K Buy
+447
New +$40K 0.01% 243

Other funds holding NLR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $549M AUM 22.95% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

New Wave Wealth Advisors's NLR Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of VanEck Uranium + Nuclear Energy ETF (NLR) in Q1 2025, closing a stake of 447 shares — an estimated $36.4K sold.

New Wave Wealth Advisors first reported a position in NLR in Q4 2024 and held it in 1 quarter. The position peaked at $36.4K in Q4 2024. 225 funds tracked by Wall St. Rank hold NLR as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining VanEck Uranium + Nuclear Energy ETF position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 447 VanEck Uranium + Nuclear Energy ETF shares in Q1 2025, an estimated $36.4K.
  • New Wave Wealth Advisors first reported a position in VanEck Uranium + Nuclear Energy ETF in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's VanEck Uranium + Nuclear Energy ETF position peaked at $36.4K in Q4 2024.
  • 225 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.