AWA
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Arkadios Wealth Advisors’s NuScale Power SMR Stock Holding History

Arkadios Wealth 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
Q1 		– Sell
-10,800
Closed -$153K – 1784
2025
Q4 		$153K Buy
+10,800
New +$309K ﹤0.01% 1478

Other funds holding SMR

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arkadios Wealth Advisors's SMR Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its NuScale Power (SMR) stake by 49% in Q1 2026, buying an estimated $291K and bringing the position to 58,331 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #995.

Arkadios Wealth Advisors first reported a position in SMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $842K in Q3 2025. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Arkadios Wealth Advisors held 58,331 shares of NuScale Power worth $632K as of Q1 2026.
  • Arkadios Wealth Advisors bought 19,137 NuScale Power shares in Q1 2026, an estimated $291K.
  • NuScale Power made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #995 holding.
  • Arkadios Wealth Advisors first reported a position in NuScale Power in Q4 2024 and has held it in 6 quarters since.
  • Arkadios Wealth Advisors's NuScale Power position peaked at $842K in Q3 2025.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.