Buck Wealth Strategies’s NuScale Power SMR Stock Holding History

Buck Wealth Strategies’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	$2.51K	Buy	+250	New	+$2.82K	﹤0.01%	826

Other funds holding SMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $973M AUM 39.93% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

OCM

Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

Buck Wealth Strategies's SMR Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in NuScale Power (SMR) in Q2 2026: 250 shares worth $2.51K. The stake represents ﹤0.01% of the portfolio and ranks #826 among its holdings.

279 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Buck Wealth Strategies held 250 shares of NuScale Power worth $2.51K as of Q2 2026.
NuScale Power was a new Buck Wealth Strategies position in Q2 2026.
NuScale Power made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #826 holding.
279 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.