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Waverly Advisors’s VanEck Uranium + Nuclear Energy ETF NLR Stock Holding History

Waverly Advisors’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 		$582K Buy
4,368
+295
+7% +$42.2K ﹤0.01% 1012
2025
Q4 		$506K Buy
4,073
+546
+15% +$75.1K ﹤0.01% 1009
2025
Q3 		$478K Buy
3,527
+1,020
+41% +$122K ﹤0.01% 859
2025
Q2 		$279K Buy
+2,507
New +$223K ﹤0.01% 999

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

Waverly Advisors's NLR Position: Q1 2026 in Review

Waverly Advisors increased its VanEck Uranium + Nuclear Energy ETF (NLR) stake by 7.2% in Q1 2026, buying an estimated $42.2K and bringing the position to 4,368 shares worth $582K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Waverly Advisors first reported a position in NLR in Q2 2025 and has held it in 4 quarters since. 515 funds tracked by Wall St. Rank hold NLR as of Q1 2026.

  • Waverly Advisors held 4,368 shares of VanEck Uranium + Nuclear Energy ETF worth $582K as of Q1 2026.
  • Waverly Advisors bought 295 VanEck Uranium + Nuclear Energy ETF shares in Q1 2026, an estimated $42.2K.
  • VanEck Uranium + Nuclear Energy ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1012 holding.
  • Waverly Advisors first reported a position in VanEck Uranium + Nuclear Energy ETF in Q2 2025 and has held it in 4 quarters since.
  • 515 funds tracked by Wall St. Rank held VanEck Uranium + Nuclear Energy ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.