1620 Investment Advisors’s NuScale Power SMR Stock Holding History

1620 Investment Advisors’s Portfolio SMR Stock Details SMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.53K	Hold	850	–	–	0.01%	512
2026 Q1	$9.21K	Hold	850	–	–	0.01%	477
2025 Q4	$12K	Hold	850	–	–	0.01%	438
2025 Q3	$30.6K	Hold	850	–	–	0.02%	343
2025 Q2	$33.6K	Buy	+850	New	+$21.3K	0.02%	345

Other funds holding SMR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

OCM

Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

1620 Investment Advisors's SMR Position: Q2 2026 in Review

1620 Investment Advisors held its NuScale Power (SMR) position steady in Q2 2026 at 850 shares worth $8.53K. The position accounts for 0.01% of the portfolio, ranked #512.

1620 Investment Advisors first reported a position in SMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $33.6K in Q2 2025. 106 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

1620 Investment Advisors held 850 shares of NuScale Power worth $8.53K as of Q2 2026.
1620 Investment Advisors left its NuScale Power share count unchanged in Q2 2026.
NuScale Power made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #512 holding.
1620 Investment Advisors first reported a position in NuScale Power in Q2 2025 and has held it in 5 quarters since.
1620 Investment Advisors's NuScale Power position peaked at $33.6K in Q2 2025.
106 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.