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Cadent Capital Advisors’s NuScale Power SMR Stock Holding History

Cadent Capital 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
Q3 		– Sell
-148,975
Closed -$1.49M – 216
2026
Q2 		$1.49M Buy
+148,975
New +$1.68M 0.31% 81
2025
Q4 		– Sell
-7,650
Closed -$275K – 207
2025
Q3 		$275K Sell
7,650
-22,313
-74% -$889K 0.07% 163
2025
Q2 		$1.19M Buy
29,963
+7,000
+30% +$176K 0.38% 57
2025
Q1 		$325K Buy
+22,963
New +$464K 0.12% 105

Other funds holding SMR

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DIM
DLK Investment Management Solana Beach, California $275M AUM 10.69% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Cadent Capital Advisors's SMR Position: Q3 2026 in Review

Cadent Capital Advisors sold out of NuScale Power (SMR) in Q3 2026, closing a stake of 148,975 shares — an estimated $1.49M sold.

Cadent Capital Advisors first reported a position in SMR in Q1 2025 and held it in 4 quarters. The position peaked at $1.49M in Q2 2026. 16 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • Cadent Capital Advisors reported no remaining NuScale Power position as of Q3 2026 after selling out during the quarter.
  • Cadent Capital Advisors sold 148,975 NuScale Power shares in Q3 2026, an estimated $1.49M.
  • Cadent Capital Advisors first reported a position in NuScale Power in Q1 2025 and held it in 4 quarters.
  • Cadent Capital Advisors's NuScale Power position peaked at $1.49M in Q2 2026.
  • 16 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.