StoneCrest Wealth Management’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

StoneCrest Wealth Management’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 Q3	$3.97M	Sell	38,389 -237	-0.6%	-$26.8K	1.28%	33
2026 Q2	$4.48M	Sell	38,626 -4,433	-10%	-$591K	1.43%	28
2026 Q1	$5.74M	Buy	43,059 +811	+2%	+$116K	2.43%	15
2025 Q4	$5.25M	Buy	42,248 +3,148	+8%	+$433K	2.12%	19
2025 Q3	$5.3M	Buy	39,100 +1,531	+4%	+$182K	2.32%	16
2025 Q2	$4.18M	Buy	37,569 +24,832	+195%	+$2.21M	1.99%	22
2025 Q1	$933K	Buy	+12,737	New	+$1.07M	0.59%	37

Other funds holding NLR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $571M AUM 17.22% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

StoneCrest Wealth Management's NLR Position: Q3 2026 in Review

StoneCrest Wealth Management reduced its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 0.61% in Q3 2026, selling an estimated $26.8K and leaving 38,389 shares worth $3.97M. The position accounts for 1.28% of the portfolio, ranked #33.

StoneCrest Wealth Management first reported a position in NLR in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.74M in Q1 2026. 320 funds tracked by Wall St. Rank hold NLR as of Q3 2026.

StoneCrest Wealth Management held 38,389 shares of VanEck Uranium + Nuclear Energy ETF worth $3.97M as of Q3 2026.
StoneCrest Wealth Management sold 237 VanEck Uranium + Nuclear Energy ETF shares in Q3 2026, an estimated $26.8K.
VanEck Uranium + Nuclear Energy ETF made up 1.28% of StoneCrest Wealth Management's portfolio in Q3 2026, its #33 holding.
StoneCrest Wealth Management first reported a position in VanEck Uranium + Nuclear Energy ETF in Q1 2025 and has held it in 7 quarters since.
StoneCrest Wealth Management's VanEck Uranium + Nuclear Energy ETF position peaked at $5.74M in Q1 2026.
320 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q3 2026.

Based on StoneCrest Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.