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SFMG Wealth Advisors’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

SFMG 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
2026
Q1 		$746K Hold
5,598
– – 0.05% 141
2025
Q4 		$695K Hold
5,598
– – 0.05% 149
2025
Q3 		$759K Buy
5,598
+2,585
+86% +$308K 0.05% 125
2025
Q2 		$335K Sell
3,013
-110
-4% -$9.78K 0.03% 194
2025
Q1 		$229K Hold
3,123
– – 0.02% 242
2024
Q4 		$254K Buy
+3,123
New +$279K 0.02% 220

Other funds holding NLR

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SFMG Wealth Advisors's NLR Position: Q1 2026 in Review

SFMG Wealth Advisors held its VanEck Uranium + Nuclear Energy ETF (NLR) position steady in Q1 2026 at 5,598 shares worth $746K. The position accounts for 0.05% of the portfolio, ranked #141.

SFMG Wealth Advisors first reported a position in NLR in Q4 2024 and has held it in 6 quarters since. The position peaked at $759K in Q3 2025. 515 funds tracked by Wall St. Rank hold NLR as of Q1 2026.

  • SFMG Wealth Advisors held 5,598 shares of VanEck Uranium + Nuclear Energy ETF worth $746K as of Q1 2026.
  • SFMG Wealth Advisors left its VanEck Uranium + Nuclear Energy ETF share count unchanged in Q1 2026.
  • VanEck Uranium + Nuclear Energy ETF made up 0.05% of SFMG Wealth Advisors's portfolio in Q1 2026, its #141 holding.
  • SFMG Wealth Advisors first reported a position in VanEck Uranium + Nuclear Energy ETF in Q4 2024 and has held it in 6 quarters since.
  • SFMG Wealth Advisors's VanEck Uranium + Nuclear Energy ETF position peaked at $759K in Q3 2025.
  • 515 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.