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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
2025
Q1 		– Sell
-2,500
Closed -$44.8K – 1329
2024
Q4 		$44.8K Buy
+2,500
New +$51.6K ﹤0.01% 1075

Other funds holding SMR

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Mirae Asset Global Investments
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
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
AA
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.