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

Walser 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	$1.88M	Sell	16,198 -1,172	-7%	-$156K	0.78%	21
2026 Q1	$2.31M	Buy	17,370 +2,654	+18%	+$379K	1.04%	15
2025 Q4	$1.83M	Buy	+14,716	New	+$2.02M	0.96%	10

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

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

Walser Wealth Management reduced its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 6.7% in Q2 2026, selling an estimated $156K and leaving 16,198 shares worth $1.88M. The position accounts for 0.78% of the portfolio, ranked #21.

Walser Wealth Management first reported a position in NLR in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.31M in Q1 2026. 530 funds tracked by Wall St. Rank hold NLR as of Q2 2026.

Walser Wealth Management held 16,198 shares of VanEck Uranium + Nuclear Energy ETF worth $1.88M as of Q2 2026.
Walser Wealth Management sold 1,172 VanEck Uranium + Nuclear Energy ETF shares in Q2 2026, an estimated $156K.
VanEck Uranium + Nuclear Energy ETF made up 0.78% of Walser Wealth Management's portfolio in Q2 2026, its #21 holding.
Walser Wealth Management first reported a position in VanEck Uranium + Nuclear Energy ETF in Q4 2025 and has held it in 3 quarters since.
Walser Wealth Management's VanEck Uranium + Nuclear Energy ETF position peaked at $2.31M in Q1 2026.
530 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.