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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
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

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors's SMR Position: Q2 2026 in Review

CoreCap Advisors increased its NuScale Power (SMR) stake by 28% in Q2 2026, buying an estimated $27.5K and bringing the position to 11,053 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

CoreCap Advisors first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $172K in Q2 2025. 57 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • CoreCap Advisors held 11,053 shares of NuScale Power worth $111K as of Q2 2026.
  • CoreCap Advisors bought 2,436 NuScale Power shares in Q2 2026, an estimated $27.5K.
  • NuScale Power made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1062 holding.
  • CoreCap Advisors first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • CoreCap Advisors's NuScale Power position peaked at $172K in Q2 2025.
  • 57 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.