Planned Solutions’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Planned Solutions’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	-1	Closed	-$84	–	452
2024 Q3	$84	Buy	+1	New	+$77	﹤0.01%	645
2024 Q1	–	Sell	-1	Closed	-$72	–	388
2023 Q4	$72	Buy	+1	New	+$71	﹤0.01%	574

Other funds holding NLR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Planned Solutions's NLR Position: Q4 2024 in Review

Planned Solutions sold out of VanEck Uranium + Nuclear Energy ETF (NLR) in Q4 2024, closing a stake of 1 share — an estimated $84 sold.

Planned Solutions first reported a position in NLR in Q4 2023 and held it in 2 quarters. The position peaked at $84 in Q3 2024. 180 funds tracked by Wall St. Rank hold NLR as of Q4 2024.

Planned Solutions reported no remaining VanEck Uranium + Nuclear Energy ETF position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 1 VanEck Uranium + Nuclear Energy ETF share in Q4 2024, an estimated $84.
Planned Solutions first reported a position in VanEck Uranium + Nuclear Energy ETF in Q4 2023 and held it in 2 quarters.
Planned Solutions's VanEck Uranium + Nuclear Energy ETF position peaked at $84 in Q3 2024.
180 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.