Theory Financial’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Theory Financial’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	$3.12M	Buy	26,873 +5,582	+26%	+$745K	0.98%	36
2026 Q1	$2.84M	Sell	21,291 -643	-3%	-$91.9K	1%	35
2025 Q4	$3.26M	Buy	21,934 +2,454	+13%	+$337K	1.1%	32
2025 Q3	$2.95M	Buy	+19,480	New	+$2.32M	1.04%	33

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

Theory Financial's NLR Position: Q2 2026 in Review

Theory Financial increased its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 26% in Q2 2026, buying an estimated $745K and bringing the position to 26,873 shares worth $3.12M. The position accounts for 0.98% of the portfolio, ranked #36.

Theory Financial first reported a position in NLR in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.26M in Q4 2025. 531 funds tracked by Wall St. Rank hold NLR as of Q2 2026.

Theory Financial held 26,873 shares of VanEck Uranium + Nuclear Energy ETF worth $3.12M as of Q2 2026.
Theory Financial bought 5,582 VanEck Uranium + Nuclear Energy ETF shares in Q2 2026, an estimated $745K.
VanEck Uranium + Nuclear Energy ETF made up 0.98% of Theory Financial's portfolio in Q2 2026, its #36 holding.
Theory Financial first reported a position in VanEck Uranium + Nuclear Energy ETF in Q3 2025 and has held it in 4 quarters since.
Theory Financial's VanEck Uranium + Nuclear Energy ETF position peaked at $3.26M in Q4 2025.
531 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2026.

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