CX Institutional
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CX Institutional’s NuScale Power SMR Stock Holding History

CX Institutional’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 		$1K Sell
100
-14
-12% -$126 ﹤0.01% 1653
2026
Q2 		$1K Sell
114
-116
-50% -$1.31K ﹤0.01% 1551
2026
Q1 		$2K Sell
230
-270
-54% -$4.11K ﹤0.01% 1468
2025
Q4 		$7K Sell
500
-200
-29% -$5.72K ﹤0.01% 1241
2025
Q3 		$25K Buy
+700
New +$27.9K ﹤0.01% 1060

Other funds holding SMR

RIA
RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

CX Institutional's SMR Position: Q3 2026 in Review

CX Institutional reduced its NuScale Power (SMR) stake by 12% in Q3 2026, selling an estimated $126 and leaving 100 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

CX Institutional first reported a position in SMR in Q3 2025 and has held it in 5 quarters since. The position peaked at $25K in Q3 2025. 101 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

  • CX Institutional held 100 shares of NuScale Power worth $1K as of Q3 2026.
  • CX Institutional sold 14 NuScale Power shares in Q3 2026, an estimated $126.
  • NuScale Power made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1653 holding.
  • CX Institutional first reported a position in NuScale Power in Q3 2025 and has held it in 5 quarters since.
  • CX Institutional's NuScale Power position peaked at $25K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.