VWM
NLR icon

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

Venturi 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
Q1 		$1.21M Sell
9,099
-1,281
-12% -$183K 0.05% 178
2025
Q4 		$1.29M Buy
10,380
+1,077
+12% +$148K 0.06% 162
2025
Q3 		$1.26M Buy
+9,303
New +$1.11M 0.06% 164
2025
Q1 		– Sell
-301
Closed -$24.5K – 1392
2024
Q4 		$24.5K Buy
+301
New +$26.9K ﹤0.01% 1214

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

Venturi Wealth Management's NLR Position: Q1 2026 in Review

Venturi Wealth Management reduced its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 12% in Q1 2026, selling an estimated $183K and leaving 9,099 shares worth $1.21M. The position accounts for 0.05% of the portfolio, ranked #178.

Venturi Wealth Management first reported a position in NLR in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.29M in Q4 2025. 515 funds tracked by Wall St. Rank hold NLR as of Q1 2026.

  • Venturi Wealth Management held 9,099 shares of VanEck Uranium + Nuclear Energy ETF worth $1.21M as of Q1 2026.
  • Venturi Wealth Management sold 1,281 VanEck Uranium + Nuclear Energy ETF shares in Q1 2026, an estimated $183K.
  • VanEck Uranium + Nuclear Energy ETF made up 0.05% of Venturi Wealth Management's portfolio in Q1 2026, its #178 holding.
  • Venturi Wealth Management first reported a position in VanEck Uranium + Nuclear Energy ETF in Q4 2024 and has held it in 4 quarters since.
  • Venturi Wealth Management's VanEck Uranium + Nuclear Energy ETF position peaked at $1.29M in Q4 2025.
  • 515 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q1 2026.

Based on Venturi Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.