Concurrent Investment Advisors’s NuScale Power SMR Stock Holding History

Concurrent Investment Advisors’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	$350K	Buy	34,909 +22,497	+181%	+$254K	﹤0.01%	1607
2026 Q1	$135K	Buy	+12,412	New	+$189K	﹤0.01%	1801
2025 Q4	–	Sell	-11,056	Closed	-$398K	–	1841
2025 Q3	$398K	Sell	11,056 -3,561	-24%	-$142K	0.01%	1025
2025 Q2	$578K	Sell	14,617 -1,509	-9%	-$37.9K	0.01%	796
2025 Q1	$228K	Buy	16,126 +478	+3%	+$9.66K	0.01%	1062
2024 Q4	$281K	Buy	+15,648	New	+$323K	0.01%	857

Other funds holding SMR

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

OCM

Once Capital Management New York $1.22B AUM 87.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CIC

Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return

Concurrent Investment Advisors's SMR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its NuScale Power (SMR) stake by 181% in Q2 2026, buying an estimated $254K and bringing the position to 34,909 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #1607.

Concurrent Investment Advisors first reported a position in SMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $578K in Q2 2025. 177 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

Concurrent Investment Advisors held 34,909 shares of NuScale Power worth $350K as of Q2 2026.
Concurrent Investment Advisors bought 22,497 NuScale Power shares in Q2 2026, an estimated $254K.
NuScale Power made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1607 holding.
Concurrent Investment Advisors first reported a position in NuScale Power in Q4 2024 and has held it in 6 quarters since.
Concurrent Investment Advisors's NuScale Power position peaked at $578K in Q2 2025.
177 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.