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 Q2	$1.15M	Buy	9,901 +802	+9%	+$107K	0.04%	204
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 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

Venturi Wealth Management's NLR Position: Q2 2026 in Review

Venturi Wealth Management increased its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 8.8% in Q2 2026, buying an estimated $107K and bringing the position to 9,901 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #204.

Venturi Wealth Management first reported a position in NLR in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.29M in Q4 2025. 531 funds tracked by Wall St. Rank hold NLR as of Q2 2026.

Venturi Wealth Management held 9,901 shares of VanEck Uranium + Nuclear Energy ETF worth $1.15M as of Q2 2026.
Venturi Wealth Management bought 802 VanEck Uranium + Nuclear Energy ETF shares in Q2 2026, an estimated $107K.
VanEck Uranium + Nuclear Energy ETF made up 0.04% of Venturi Wealth Management's portfolio in Q2 2026, its #204 holding.
Venturi Wealth Management first reported a position in VanEck Uranium + Nuclear Energy ETF in Q4 2024 and has held it in 5 quarters since.
Venturi Wealth Management's VanEck Uranium + Nuclear Energy ETF position peaked at $1.29M in Q4 2025.
531 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.