Cetera Investment Advisers
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Cetera Investment Advisers’s NuScale Power SMR Stock Holding History

Cetera Investment Advisers’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 		$20.9M Buy
2,088,436
+564,511
+37% +$6.37M 0.02% 734
2026
Q1 		$16.5M Buy
1,523,925
+1,309,720
+611% +$19.9M 0.02% 776
2025
Q4 		$3.04M Buy
214,205
+27,946
+15% +$799K ﹤0.01% 1842
2025
Q3 		$6.71M Buy
186,259
+62,783
+51% +$2.5M 0.01% 1208
2025
Q2 		$4.88M Sell
123,476
-6,876
-5% -$173K 0.01% 1206
2025
Q1 		$1.85M Buy
130,352
+75,354
+137% +$1.52M ﹤0.01% 1810
2024
Q4 		$986K Sell
54,998
-33,946
-38% -$700K ﹤0.01% 2169
2024
Q3 		$1.03M Buy
88,944
+69,266
+352% +$707K ﹤0.01% 2100
2024
Q2 		$230K Buy
+19,678
New +$140K ﹤0.01% 3265

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
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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Cetera Investment Advisers's SMR Position: Q2 2026 in Review

Cetera Investment Advisers increased its NuScale Power (SMR) stake by 37% in Q2 2026, buying an estimated $6.37M and bringing the position to 2,088,436 shares worth $20.9M. The position accounts for 0.02% of the portfolio, ranked #734.

Cetera Investment Advisers first reported a position in SMR in Q2 2024 and has held it in 9 quarters since. 522 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Cetera Investment Advisers held 2,088,436 shares of NuScale Power worth $20.9M as of Q2 2026.
  • Cetera Investment Advisers bought 564,511 NuScale Power shares in Q2 2026, an estimated $6.37M.
  • NuScale Power made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #734 holding.
  • Cetera Investment Advisers first reported a position in NuScale Power in Q2 2024 and has held it in 9 quarters since.
  • 522 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.