APW
SMR icon

Aventura Private Wealth’s NuScale Power SMR Stock Holding History

Aventura Private Wealth’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 		$64.3K Sell
6,409
-3,016
-32% -$34K 0.02% 305
2026
Q1 		$102K Sell
9,425
-497
-5% -$7.56K 0.04% 222
2025
Q4 		$141K Buy
9,922
+940
+10% +$26.9K 0.05% 177
2025
Q3 		$323K Buy
8,982
+6,762
+305% +$269K 0.12% 125
2025
Q2 		$87.8K Sell
2,220
-1,766
-44% -$44.3K 0.04% 227
2025
Q1 		$56.4K Buy
3,986
+1,556
+64% +$31.5K 0.03% 256
2024
Q4 		$43.6K Buy
+2,430
New +$50.1K 0.02% 269

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Aventura Private Wealth's SMR Position: Q2 2026 in Review

Aventura Private Wealth reduced its NuScale Power (SMR) stake by 32% in Q2 2026, selling an estimated $34K and leaving 6,409 shares worth $64.3K. The position accounts for 0.02% of the portfolio, ranked #305.

Aventura Private Wealth first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $323K in Q3 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Aventura Private Wealth held 6,409 shares of NuScale Power worth $64.3K as of Q2 2026.
  • Aventura Private Wealth sold 3,016 NuScale Power shares in Q2 2026, an estimated $34K.
  • NuScale Power made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #305 holding.
  • Aventura Private Wealth first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's NuScale Power position peaked at $323K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.