Axxcess Wealth Management
SMR icon

Axxcess Wealth Management’s NuScale Power SMR Stock Holding History

Axxcess Wealth Management’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
Q3 		$539K Buy
68,236
+17,236
+34% +$155K 0.02% 548
2026
Q2 		$512K Buy
+51,000
New +$575K 0.01% 714
2026
Q1 		– Sell
-41,687
Closed -$591K – 899
2025
Q4 		$591K Buy
41,687
+20,000
+92% +$572K 0.01% 650
2025
Q3 		$781K Buy
+21,687
New +$864K 0.02% 505

Other funds holding SMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Samsung C&T Corporation
Samsung C&T Corporation Seoul, South Korea $12.5M AUM 78.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Axxcess Wealth Management's SMR Position: Q3 2026 in Review

Axxcess Wealth Management increased its NuScale Power (SMR) stake by 34% in Q3 2026, buying an estimated $155K and bringing the position to 68,236 shares worth $539K. The position accounts for 0.02% of the portfolio, ranked #548.

Axxcess Wealth Management first reported a position in SMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $781K in Q3 2025. 286 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Axxcess Wealth Management held 68,236 shares of NuScale Power worth $539K as of Q3 2026.
  • Axxcess Wealth Management bought 17,236 NuScale Power shares in Q3 2026, an estimated $155K.
  • NuScale Power made up 0.02% of Axxcess Wealth Management's portfolio in Q3 2026, its #548 holding.
  • Axxcess Wealth Management first reported a position in NuScale Power in Q3 2025 and has held it in 4 quarters since.
  • Axxcess Wealth Management's NuScale Power position peaked at $781K in Q3 2025.
  • 286 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.