Advisornet Financial’s NuScale Power SMR Stock Holding History

Advisornet Financial’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	$117K	Buy	11,684 +1,190	+11%	+$13.4K	0.01%	820
2026 Q1	$114K	Buy	10,494 +7,866	+299%	+$120K	0.01%	778
2025 Q4	$37.2K	Buy	2,628 +1,253	+91%	+$35.8K	﹤0.01%	1146
2025 Q3	$49.5K	Buy	1,375 +1,345	+4,483%	+$53.6K	﹤0.01%	1030
2025 Q2	$1.19K	Buy	+30	New	+$753	﹤0.01%	1920

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

Advisornet Financial's SMR Position: Q2 2026 in Review

Advisornet Financial increased its NuScale Power (SMR) stake by 11% in Q2 2026, buying an estimated $13.4K and bringing the position to 11,684 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #820.

Advisornet Financial first reported a position in SMR in Q2 2025 and has held it in 5 quarters since. 99 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Advisornet Financial held 11,684 shares of NuScale Power worth $117K as of Q2 2026.
Advisornet Financial bought 1,190 NuScale Power shares in Q2 2026, an estimated $13.4K.
NuScale Power made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #820 holding.
Advisornet Financial first reported a position in NuScale Power in Q2 2025 and has held it in 5 quarters since.
99 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.