CoreCap Advisors’s NuScale Power SMR Stock Holding History

CoreCap 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 Q3	$91.1K	Buy	11,533 +480	+4%	+$4.31K	﹤0.01%	1136
2026 Q2	$111K	Buy	11,053 +2,436	+28%	+$27.5K	﹤0.01%	1062
2026 Q1	$93.4K	Buy	8,617 +1,743	+25%	+$26.5K	﹤0.01%	1046
2025 Q4	$97.4K	Buy	6,874 +6,819	+12,398%	+$195K	﹤0.01%	1044
2025 Q3	$1.98K	Sell	55 -4,296	-99%	-$171K	﹤0.01%	2377
2025 Q2	$172K	Sell	4,351 -164	-4%	-$4.12K	0.01%	788
2025 Q1	$63.9K	Buy	4,515 +2,695	+148%	+$54.5K	﹤0.01%	1068
2024 Q4	$32.6K	Buy	+1,820	New	+$37.6K	﹤0.01%	1361

Other funds holding SMR

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

CoreCap Advisors's SMR Position: Q3 2026 in Review

CoreCap Advisors increased its NuScale Power (SMR) stake by 4.3% in Q3 2026, buying an estimated $4.31K and bringing the position to 11,533 shares worth $91.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

CoreCap Advisors first reported a position in SMR in Q4 2024 and has held it in 8 quarters since. The position peaked at $172K in Q2 2025. 91 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

CoreCap Advisors held 11,533 shares of NuScale Power worth $91.1K as of Q3 2026.
CoreCap Advisors bought 480 NuScale Power shares in Q3 2026, an estimated $4.31K.
NuScale Power made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1136 holding.
CoreCap Advisors first reported a position in NuScale Power in Q4 2024 and has held it in 8 quarters since.
CoreCap Advisors's NuScale Power position peaked at $172K in Q2 2025.
91 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.