ALPS Advisors’s NuScale Power SMR Stock Holding History

ALPS Advisors’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	$2.22M	Buy	221,357 +91,505	+70%	+$1.03M	0.01%	486
2026 Q1	$1.41M	Buy	129,852 +76,068	+141%	+$1.16M	0.01%	482
2025 Q4	$762K	Buy	+53,784	New	+$1.54M	﹤0.01%	639

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ALPS Advisors's SMR Position: Q2 2026 in Review

ALPS Advisors increased its NuScale Power (SMR) stake by 70% in Q2 2026, buying an estimated $1.03M and bringing the position to 221,357 shares worth $2.22M. The position accounts for 0.01% of the portfolio, ranked #486.

ALPS Advisors first reported a position in SMR in Q4 2025 and has held it in 3 quarters since. 520 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

ALPS Advisors held 221,357 shares of NuScale Power worth $2.22M as of Q2 2026.
ALPS Advisors bought 91,505 NuScale Power shares in Q2 2026, an estimated $1.03M.
NuScale Power made up 0.01% of ALPS Advisors's portfolio in Q2 2026, its #486 holding.
ALPS Advisors first reported a position in NuScale Power in Q4 2025 and has held it in 3 quarters since.
520 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.