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Creative Financial Designs’s NuScale Power SMR Stock Holding History

Creative Financial Designs’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 		$20.7K Buy
2,060
+1,000
+94% +$11.3K ﹤0.01% 1284
2026
Q1 		$11.5K Hold
1,060
– – ﹤0.01% 1372
2025
Q4 		$15K Buy
1,060
+500
+89% +$14.3K ﹤0.01% 1233
2025
Q3 		$20.2K Hold
560
– – ﹤0.01% 1142
2025
Q2 		$22.2K Buy
560
+10
+2% +$251 ﹤0.01% 1110
2025
Q1 		$7.79K Sell
550
-100
-15% -$2.02K ﹤0.01% 1354
2024
Q4 		$11.7K Buy
650
+50
+8% +$1.03K ﹤0.01% 1190
2024
Q3 		$6.95K Buy
+600
New +$6.12K ﹤0.01% 1296
2023
Q1 		– Sell
-1,000
Closed -$10.3K – 1431
2022
Q4 		$10.3K Hold
1,000
– – ﹤0.01% 894
2022
Q3 		$12K Buy
+1,000
New +$13.1K ﹤0.01% 859

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Financial Designs's SMR Position: Q2 2026 in Review

Creative Financial Designs increased its NuScale Power (SMR) stake by 94% in Q2 2026, buying an estimated $11.3K and bringing the position to 2,060 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Creative Financial Designs first reported a position in SMR in Q3 2022 and has held it in 10 quarters since. The position peaked at $22.2K in Q2 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Creative Financial Designs held 2,060 shares of NuScale Power worth $20.7K as of Q2 2026.
  • Creative Financial Designs bought 1,000 NuScale Power shares in Q2 2026, an estimated $11.3K.
  • NuScale Power made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1284 holding.
  • Creative Financial Designs first reported a position in NuScale Power in Q3 2022 and has held it in 10 quarters since.
  • Creative Financial Designs's NuScale Power position peaked at $22.2K in Q2 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.