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Breakthru Advisory Services’s NuScale Power SMR Stock Holding History

Breakthru Advisory Services’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
2025
Q4 		– Sell
-9,469
Closed -$341K – 66
2025
Q3 		$341K Buy
+9,469
New +$377K 0.22% 42

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Mirae Asset Global ETFs Holdings
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 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

Breakthru Advisory Services's SMR Position: Q4 2025 in Review

Breakthru Advisory Services sold out of NuScale Power (SMR) in Q4 2025, closing a stake of 9,469 shares — an estimated $341K sold.

Breakthru Advisory Services first reported a position in SMR in Q3 2025 and held it in 1 quarter. The position peaked at $341K in Q3 2025. 461 funds tracked by Wall St. Rank hold SMR as of Q4 2025.

  • Breakthru Advisory Services reported no remaining NuScale Power position as of Q4 2025 after selling out during the quarter.
  • Breakthru Advisory Services sold 9,469 NuScale Power shares in Q4 2025, an estimated $341K.
  • Breakthru Advisory Services first reported a position in NuScale Power in Q3 2025 and held it in 1 quarter.
  • Breakthru Advisory Services's NuScale Power position peaked at $341K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held NuScale Power as of Q4 2025.

Based on Breakthru Advisory Services's 13F filing for Q4 2025, filed 12 Jan 2026.