DiNuzzo Private Wealth’s NuScale Power SMR Stock Holding History

DiNuzzo Private Wealth’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	$1.81K	Buy	+229	New	+$2.06K	﹤0.01%	692

Other funds holding SMR

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 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

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

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

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

DiNuzzo Private Wealth's SMR Position: Q3 2026 in Review

DiNuzzo Private Wealth opened a new position in NuScale Power (SMR) in Q3 2026: 229 shares worth $1.81K. The stake represents ﹤0.01% of the portfolio and ranks #692 among its holdings.

131 funds tracked by Wall St. Rank hold SMR as of Q3 2026.

DiNuzzo Private Wealth held 229 shares of NuScale Power worth $1.81K as of Q3 2026.
NuScale Power was a new DiNuzzo Private Wealth position in Q3 2026.
NuScale Power made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #692 holding.
131 funds tracked by Wall St. Rank held NuScale Power as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.