Superior Planning, LLC’s NuScale Power SMR Stock Holding History

Superior Planning, LLC’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 Q3	$585	Buy	+74	New	+$665	﹤0.01%	1858

Other funds holding SMR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Samsung C&T Corporation Seoul, South Korea $12.5M AUM 78.06% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Superior Planning, LLC's SMR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in NuScale Power (SMR) in Q3 2026: 74 shares worth $585. The stake represents ﹤0.01% of the portfolio and ranks #1858 among its holdings.

326 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

Superior Planning, LLC held 74 shares of NuScale Power worth $585 as of Q3 2026.
NuScale Power was a new Superior Planning, LLC position in Q3 2026.
NuScale Power made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1858 holding.
326 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.