Creative Planning
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Creative Planning’s NuScale Power SMR Stock Holding History

Creative Planning’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.94M Buy
74,339
+53,282
+253% +$2.11M ﹤0.01% 1043
2025
Q1 		$298K Buy
21,057
+10,756
+104% +$152K ﹤0.01% 2748
2024
Q4 		$185K Buy
+10,301
New +$185K ﹤0.01% 2986