Capital Advisors Ltd’s NuScale Power SMR Stock Holding History

Capital Advisors Ltd’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	–	Sell	-50	Closed	-$1K	–	1567
2026 Q1	$1K	Buy	+50	New	+$761	﹤0.01%	1290
2024 Q3	–	Sell	-592	Closed	-$7K	–	1593
2024 Q2	$7K	Buy	+592	New	+$4.22K	﹤0.01%	849

Other funds holding SMR

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Capital Advisors Ltd's SMR Position: Q2 2026 in Review

Capital Advisors Ltd sold out of NuScale Power (SMR) in Q2 2026, closing a stake of 50 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in SMR in Q2 2024 and held it in 2 quarters. The position peaked at $7K in Q2 2024. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Capital Advisors Ltd reported no remaining NuScale Power position as of Q2 2026 after selling out during the quarter.
Capital Advisors Ltd sold 50 NuScale Power shares in Q2 2026, an estimated $1K.
Capital Advisors Ltd first reported a position in NuScale Power in Q2 2024 and held it in 2 quarters.
Capital Advisors Ltd's NuScale Power position peaked at $7K in Q2 2024.
519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.