Avantax Advisory Services’s NuScale Power SMR Stock Holding History

Avantax Advisory Services’s Portfolio SMR Stock Details SMR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.4M	Buy
2025 Q1	$434K	Buy
2024 Q4	$284K	Buy
2024 Q3	$128K	Sell
2024 Q2	$175K	Buy
2024 Q1	$58.4K	Buy