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B.O.S.S. Retirement Advisors’s NuScale Power SMR Stock Holding History

B.O.S.S. Retirement 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
Q2 		$277K Buy
27,579
+363
+1% +$4.09K 0.07% 132
2026
Q1 		$295K Sell
27,216
-1,789
-6% -$27.2K 0.09% 134
2025
Q4 		$411K Sell
29,005
-9,158
-24% -$262K 0.13% 106
2025
Q3 		$1.37M Sell
38,163
-858
-2% -$34.2K 0.33% 61
2025
Q2 		$1.54M Buy
39,021
+3,652
+10% +$91.6K 0.39% 53
2025
Q1 		$501K Buy
+35,369
New +$715K 0.15% 100

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

B.O.S.S. Retirement Advisors's SMR Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its NuScale Power (SMR) stake by 1.3% in Q2 2026, buying an estimated $4.09K and bringing the position to 27,579 shares worth $277K. The position accounts for 0.07% of the portfolio, ranked #132.

B.O.S.S. Retirement Advisors first reported a position in SMR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.54M in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 27,579 shares of NuScale Power worth $277K as of Q2 2026.
  • B.O.S.S. Retirement Advisors bought 363 NuScale Power shares in Q2 2026, an estimated $4.09K.
  • NuScale Power made up 0.07% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #132 holding.
  • B.O.S.S. Retirement Advisors first reported a position in NuScale Power in Q1 2025 and has held it in 6 quarters since.
  • B.O.S.S. Retirement Advisors's NuScale Power position peaked at $1.54M in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.