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Action Point Financial Planning’s NuScale Power SMR Stock Holding History

Action Point Financial Planning’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 		$11K Buy
+1,100
New +$12.4K ﹤0.01% 1409

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Action Point Financial Planning's SMR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in NuScale Power (SMR) in Q2 2026: 1,100 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #1409 among its holdings.

515 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Action Point Financial Planning held 1,100 shares of NuScale Power worth $11K as of Q2 2026.
  • NuScale Power was a new Action Point Financial Planning position in Q2 2026.
  • NuScale Power made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1409 holding.
  • 515 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.