Allworth Financial’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	$385K	Buy	9,734 +1,295	+15%	+$51.2K	﹤0.01%	914
2025 Q1	$140K	Sell	8,439 -376	-4%	-$6.23K	﹤0.01%	1073
2024 Q4	$225K	Buy	8,815 +7,815	+782%	+$200K	﹤0.01%	904
2024 Q3	$11.6K	Buy	+1,000	New	+$11.6K	﹤0.01%	2192