Perennial Investment Advisors’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Perennial Investment 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	$1.52M	Buy	13,111 +2,586	+25%	+$345K	0.1%	170
2026 Q1	$1.4M	Buy	10,525 +1,975	+23%	+$282K	0.11%	154
2025 Q4	$1.06M	Buy	8,550 +2,811	+49%	+$386K	0.08%	185
2025 Q3	$779K	Buy	+5,739	New	+$684K	0.06%	216

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 22.9% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Perennial Investment Advisors's NLR Position: Q2 2026 in Review

Perennial Investment Advisors increased its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 25% in Q2 2026, buying an estimated $345K and bringing the position to 13,111 shares worth $1.52M. The position accounts for 0.1% of the portfolio, ranked #170.

Perennial Investment Advisors first reported a position in NLR in Q3 2025 and has held it in 4 quarters since. 531 funds tracked by Wall St. Rank hold NLR as of Q2 2026.

Perennial Investment Advisors held 13,111 shares of VanEck Uranium + Nuclear Energy ETF worth $1.52M as of Q2 2026.
Perennial Investment Advisors bought 2,586 VanEck Uranium + Nuclear Energy ETF shares in Q2 2026, an estimated $345K.
VanEck Uranium + Nuclear Energy ETF made up 0.1% of Perennial Investment Advisors's portfolio in Q2 2026, its #170 holding.
Perennial Investment Advisors first reported a position in VanEck Uranium + Nuclear Energy ETF in Q3 2025 and has held it in 4 quarters since.
531 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2026.

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