NRI
ISOU

NFP Retirement Inc’s IsoEnergy Ltd ISOU Stock Holding History

NFP Retirement Inc’s Portfolio ISOU Stock Details ISOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$293K Buy
27,800
+4,600
+20% +$50.4K 0.02% 257
2025
Q4 		$211K Buy
23,200
+4,000
+21% +$36.1K 0.01% 288
2025
Q3 		$192K Buy
19,200
+200
+1% +$1.56K 0.01% 293
2025
Q2 		$136K Buy
+19,000
New +$135K 0.01% 289

Other funds holding ISOU

LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
I
INVST Indianapolis, Indiana $886M AUM 21.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NFP Retirement Inc's ISOU Position: Q1 2026 in Review

NFP Retirement Inc increased its IsoEnergy Ltd (ISOU) stake by 20% in Q1 2026, buying an estimated $50.4K and bringing the position to 27,800 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #257.

NFP Retirement Inc first reported a position in ISOU in Q2 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold ISOU as of Q1 2026.

  • NFP Retirement Inc held 27,800 shares of IsoEnergy Ltd worth $293K as of Q1 2026.
  • NFP Retirement Inc bought 4,600 IsoEnergy Ltd shares in Q1 2026, an estimated $50.4K.
  • IsoEnergy Ltd made up 0.02% of NFP Retirement Inc's portfolio in Q1 2026, its #257 holding.
  • NFP Retirement Inc first reported a position in IsoEnergy Ltd in Q2 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held IsoEnergy Ltd as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.