Cetera Investment Advisers’s NuScale Power SMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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