Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s NuScale Power SMR Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$279K Buy
25,776
+1,056
+4% +$16.1K ﹤0.01% 2434
2025
Q4 		$350K Sell
24,720
-1,558
-6% -$44.6K ﹤0.01% 2157
2025
Q3 		$946K Buy
26,278
+10,018
+62% +$399K ﹤0.01% 1441
2025
Q2 		$643K Sell
16,260
-28,252
-63% -$709K ﹤0.01% 1481
2025
Q1 		$630K Buy
44,512
+34,965
+366% +$707K ﹤0.01% 1366
2024
Q4 		$171K Buy
9,547
+4,243
+80% +$87.5K ﹤0.01% 1934
2024
Q3 		$61K Buy
5,304
+5,191
+4,594% +$53K ﹤0.01% 2554
2024
Q2 		$1K Sell
113
-2,149
-95% -$15.3K ﹤0.01% 4482
2024
Q1 		$12K Sell
2,262
-641
-22% -$2.3K ﹤0.01% 3245
2023
Q4 		$10K Buy
2,903
+256
+10% +$910 ﹤0.01% 3203
2023
Q3 		$13K Buy
2,647
+483
+22% +$3.18K ﹤0.01% 3003
2023
Q2 		$15K Hold
2,164
– – ﹤0.01% 2837
2023
Q1 		$20K Sell
2,164
-19,800
-90% -$199K ﹤0.01% 2526
2022
Q4 		$225K Sell
21,964
-188
-0.8% -$2.08K ﹤0.01% 1057
2022
Q3 		$259K Buy
22,152
+867
+4% +$11.4K ﹤0.01% 959
2022
Q2 		$213K Buy
+21,285
New +$213K ﹤0.01% 1025

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SMR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its NuScale Power (SMR) stake by 4.3% in Q1 2026, buying an estimated $16.1K and bringing the position to 25,776 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #2434.

Carson Wealth (CWM LLC) first reported a position in SMR in Q2 2022 and has held it in 16 quarters since. The position peaked at $946K in Q3 2025. 496 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 25,776 shares of NuScale Power worth $279K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,056 NuScale Power shares in Q1 2026, an estimated $16.1K.
  • NuScale Power made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2434 holding.
  • Carson Wealth (CWM LLC) first reported a position in NuScale Power in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s NuScale Power position peaked at $946K in Q3 2025.
  • 496 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.