NP
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NorthRock Partners’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

NorthRock Partners’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
2024
Q4 		– Sell
-20
Closed -$1.67K – 838
2024
Q3 		$1.67K Buy
20
+10
+100% +$772 ﹤0.01% 812
2024
Q2 		$800 Buy
+10
New +$816 ﹤0.01% 806

Other funds holding NLR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KWM
Kiker Wealth Management Jasper, Georgia $209M AUM 42.46% 1-Year Est. Return

NorthRock Partners's NLR Position: Q4 2024 in Review

NorthRock Partners sold out of VanEck Uranium + Nuclear Energy ETF (NLR) in Q4 2024, closing a stake of 20 shares — an estimated $1.67K sold.

NorthRock Partners first reported a position in NLR in Q2 2024 and held it in 2 quarters. The position peaked at $1.67K in Q3 2024. 180 funds tracked by Wall St. Rank hold NLR as of Q4 2024.

  • NorthRock Partners reported no remaining VanEck Uranium + Nuclear Energy ETF position as of Q4 2024 after selling out during the quarter.
  • NorthRock Partners sold 20 VanEck Uranium + Nuclear Energy ETF shares in Q4 2024, an estimated $1.67K.
  • NorthRock Partners first reported a position in VanEck Uranium + Nuclear Energy ETF in Q2 2024 and held it in 2 quarters.
  • NorthRock Partners's VanEck Uranium + Nuclear Energy ETF position peaked at $1.67K in Q3 2024.
  • 180 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.