Stonebridge Financial Planning Group’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Stonebridge Financial Planning Group’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	$2.14M	Sell	18,455 -1,350	-7%	-$180K	0.68%	41
2026 Q1	$2.64M	Buy	19,805 +853	+5%	+$122K	0.97%	27
2025 Q4	$2.35M	Buy	18,952 +5,902	+45%	+$811K	0.85%	31
2025 Q3	$1.77M	Buy	13,050 +5,192	+66%	+$619K	0.66%	49
2025 Q2	$874K	Buy	7,858 +1,555	+25%	+$138K	0.36%	82
2025 Q1	$462K	Buy	+6,303	New	+$529K	0.21%	115

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 22.96% 1-Year Est. Return

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

Stonebridge Financial Planning Group's NLR Position: Q2 2026 in Review

Stonebridge Financial Planning Group reduced its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 6.8% in Q2 2026, selling an estimated $180K and leaving 18,455 shares worth $2.14M. The position accounts for 0.68% of the portfolio, ranked #41.

Stonebridge Financial Planning Group first reported a position in NLR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.64M in Q1 2026. 530 funds tracked by Wall St. Rank hold NLR as of Q2 2026.

Stonebridge Financial Planning Group held 18,455 shares of VanEck Uranium + Nuclear Energy ETF worth $2.14M as of Q2 2026.
Stonebridge Financial Planning Group sold 1,350 VanEck Uranium + Nuclear Energy ETF shares in Q2 2026, an estimated $180K.
VanEck Uranium + Nuclear Energy ETF made up 0.68% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #41 holding.
Stonebridge Financial Planning Group first reported a position in VanEck Uranium + Nuclear Energy ETF in Q1 2025 and has held it in 6 quarters since.
Stonebridge Financial Planning Group's VanEck Uranium + Nuclear Energy ETF position peaked at $2.64M in Q1 2026.
530 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.