Evanson Asset Management’s NuScale Power SMR Stock Holding History

Evanson Asset Management’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
2025 Q3	–	Sell
2025 Q2	$520K	Sell
2025 Q1	$212K	Buy
2024 Q4	$197K	Sell
2024 Q3	$371K	Buy
2024 Q2	$304K	Hold
2024 Q1	$138K	Buy
2023 Q4	$59.3K	Buy
2023 Q3	$63.8K	Hold
2023 Q2	$88.5K	Buy