AE Wealth Management’s NuScale Power SMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$403K	Sell	10,199 -421	-4%	-$16.7K	﹤0.01%	1002
2025 Q1	$150K	Sell	10,620 -429	-4%	-$6.08K	﹤0.01%	1347
2024 Q4	$198K	Buy	+11,049	New	+$198K	﹤0.01%	1277