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
Q1 		$402 Sell
300
-200
-40% -$3.04K ﹤0.01% 4770
2025
Q4 		$1.1K Buy
500
+300
+150% +$8.58K ﹤0.01% 4651
2025
Q3 		$1.8K Buy
+200
New +$7.97K ﹤0.01% 4545

Other funds holding SMR

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cetera Investment Advisers's SMR Position: Q1 2026 in Review

Cetera Investment Advisers increased its NuScale Power (SMR) stake by 611% in Q1 2026, buying an estimated $19.9M and bringing the position to 1,523,925 shares worth $16.5M. The position accounts for 0.02% of the portfolio, ranked #776.

Cetera Investment Advisers first reported a position in SMR in Q2 2024 and has held it in 8 quarters since. 493 funds tracked by Wall St. Rank hold SMR as of Q1 2026.

  • Cetera Investment Advisers held 1,523,925 shares of NuScale Power worth $16.5M as of Q1 2026.
  • Cetera Investment Advisers bought 1,309,720 NuScale Power shares in Q1 2026, an estimated $19.9M.
  • NuScale Power made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #776 holding.
  • Cetera Investment Advisers first reported a position in NuScale Power in Q2 2024 and has held it in 8 quarters since.
  • 493 funds tracked by Wall St. Rank held NuScale Power as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.