Avantax Advisory Services’s NuScale Power SMR Stock Holding History
Bought
Maintained
Sold
Other funds holding SMR
SCTC
Avantax Advisory Services's SMR Position: Q2 2025 in Review
Avantax Advisory Services increased its NuScale Power (SMR) stake by 16% in Q2 2025, buying an estimated $120K and bringing the position to 35,429 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #977.
Avantax Advisory Services first reported a position in SMR in Q1 2024 and has held it in 6 quarters since. 441 funds tracked by Wall St. Rank hold SMR as of Q2 2025.
- Avantax Advisory Services held 35,429 shares of NuScale Power worth $1.4M as of Q2 2025.
- Avantax Advisory Services bought 4,763 NuScale Power shares in Q2 2025, an estimated $120K.
- NuScale Power made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #977 holding.
- Avantax Advisory Services first reported a position in NuScale Power in Q1 2024 and has held it in 6 quarters since.
- 441 funds tracked by Wall St. Rank held NuScale Power as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.